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True Potential Investment Platform

Willingness to recommend

4.87/5

Integrations

4.74/5

Value for money

4.67/5

Service

4.84/5
Based on 329 reviews

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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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Ownership:

True Potential LLP

AUM:

£20.7 bn as at 31 December 2021

Partnerships:

Proprietary

NextWealth analysis

True Potential has an army of true believers who love the platform. It is one of the most digitally-enabled platforms supporting advisers who want to run a paperless business. NextWealth recognised it as a Digital Process Champion in 2020, along with three other platforms. True Potential offers access to a wide range of tax wrappers and investment options. It focusses on making investing easy for customers and advisers. They introduced a series of reports last year to make it easier for advisers to prepare suitability reports and annual reviews. True Potential is moving away from its technology partnership with SEI and all signs point to a successful migration so far. The group is vertically integrated with a restricted advice network and investment offering. We think True Potential have a slick offering and can support advisers who want to offer their customers a better digital experience.

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Integrations

Based on 329 reviews
4.74/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

True Potential Adviser Services (CRM)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

True Potential

Morningstar

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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