NextWealth analysis
True Potential get top billing from their users – rated as the top platform in all categories we measure. The firm gets an overall score of 4.8 out of 5, an excellent score by any measure. The firm’s offering is different from other platforms, as advisers tend to be part of the True Potential group (True Potential Wealth Management and True Potential Adviser Services) and use the full suite of technology and products. This means better integrations and a different service proposition.
The firm received an injection of capital from PE Firm Cinven. This has fuelled further recruitment of advisers into their restricted Wealth Management firm. True Potential was again recognised this year as a NextWealth Digital Process Champion.
Financial advisers praise the platform for being easy to use and often add that clients like the tech too:.
“Good functionality. Not the cheapest but great tech.” “Very easy to use remotely.”
“End to end digital adoption of all processes.” “Reliable and very easy to use.”
“This is the all singing all dancing platform.”
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