True Potential Investment Platform
Willingness to recommend
About the provider
True Potential Investments Platform is a fully integrated system allowing for fully digital, streamline processes. It is used by True Potential Wealth Management Partners and Directly Authorised firms looking for a digital platform to revolutionise the way they work. The platform offers thousands of different Equities, ETFs, Mutual Funds and both onshore and offshore Bonds along with their own nil cost Pension, General Investment Account and ISA. This offering supports the ability to produce bespoke plans whilst also additionally supporting 10 discretionary model portfolios.
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True Potential LLP
£20.7 bn as at 31 December 2021
Integrates One Way
Integrates Both Ways
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No integrations available for Risk profiling and suitability