Manage Cookie Preferences

To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.

Business Support Services

As one of the most innovative financial services groups in the UK today, currently working with close to 20% of UK financial advisers, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to clients for many years to come.

Services provided by

Technology

Holistic View of All Client Information

All client information, personal documents and policy details are stored on our Platform along with your fact find, research and analysis files. There are no storage limits and you can view this information whenever and wherever you need to.

A Mobile Way of Working

Our web-based Platform and mobile applications allow you to manage client accounts without having to be in the office. You can do business from anywhere in the world from a PC, Mac, laptop, tablet or mobile device.

With our multi-platform technology, you can expect:

Class-leading usability
Responsive design that works on any size screen and device
Everything you need is just a click away

Seamless Data Links

Client information flows through our Platform without the need to re-key. Everything you do throughout the advice process is recorded, including evidence of client fact find, portfolio analysis and strategic recommendations.

Integrated Planning Tools

You can produce suitability reports, analyse plans and design recommendations using our suite of planning tools.

Assessing Sutability:

Goal setting
Attitude to risk
Lifestyle planning

Analysis and Design:

X-Ray view
Efficient frontier view
Return v risk view
Backtesting view

Find out More

Book a Live Demonstration of the System Today

We’re leaders, not followers, and we’re looking to work with like-minded directed regulated advisory firms. We find great synergy in working with firms who share our belief of delivering superior value and choice to clients through the correct fusion of advice and technology.

Take our system for a test drive. Sign up for a live demonstration and we’ll be in touch to show you how we can help grow your business.

Request a Live Demo

Financial advisers can request a live demonstration of our award-winning technology and unique proposition by filling the form below. See for yourself how the True Potential difference can help build your business.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

True Potential Adviser Services LLP is registered in England and Wales as a Limited Liability Partnership No. OC326607.

Quick Links

Registered Head Office

Gateway West
Newburn Riverside
Newcastle upon Tyne
NE15 8NX

Legal

True Potential LLP is registered in England & Wales as a Limited Liability Partnership No. OC380771.

impulseSave® is a registered trademark of True Potential Investments LLP. True Potential One® is a registered trademark of True Potential LLP.