True Potential’s back-office system is a proprietary and fully integrated component of its overall platform for financial advisers. It is designed to combine client and portfolio management with business administration and compliance support. The system works seamlessly with the client-facing portal and investment platform, providing advisers with a single, unified solution for managing client relationships, fees, and regulatory requirements.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
INSIGHTS: