CLIENT PORTALS SUPPLIER/SOFTWARE: True Potential Client Site

True Potential’s client portal offers 24/7 access to your investments in one place. Through their secure website , you can track your portfolio’s performance in real-time, view all your documents, and even top up your investments with their “impulseSave” feature, putting you in complete control.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: