True Potential has built a reputation for innovation in adviser technology, and its latest development, represents a significant step forward in applying artificial intelligence (AI) to financial advice processes. Designed to reduce administrative burdens, improve accuracy, and enhance client engagement, Indigo integrates seamlessly with True Potential’s back-office system (V Next) and Client Portal.

The goal is simple: Allow advisers to spend more time advising and less time on repetitive tasks. Indigo achieves this by automating meeting capture, generating summaries, assisting with fact finds, and improving communication all within a secure, compliant environment.