True Potential Adviser

True Potential

About this app

The True Potential Financial Adviser App allows Financial Advisers to access clients’ investment performance, contact them securely and complete record-keeping on-the-go.

Interrogate your business information like never before by:

• Viewing client information and risk profiles
• Tracking clients’ investment performance through charts and graphs
• Monitoring clients’ goals and valuations
• Analysing clients’ investments in detail
• Contacting your client through secure message
• Viewing clients’ stored documents

The True Potential Financial Adviser App is available to all True Potential Wealth Management Partners and Financial Advisers using True Potential technology.

If you’re already a user, your access details are the same as your online login. If you’d like to become one, please visit www.tpllp.com (Truepotential.co.uk)