True Potential Adviser
iOS app by True Potential LLP. Finance · True Potential LLP
- Store rating
- 5 / 5
- Store rating count
- 6
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1764273282
- Listing last refreshed
- 2026-09-18
View the original store listing
Store description excerpt
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)
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