In 2010 we joined forces with True Potential to provide us with a robust back office system. As a firm we believe that you should embrace technology and with this comes many advantages to both the client and the adviser. The True Potential system allows us to process business quickly, efficiently and compliantly.
We encourage all of our clients to make use of the technology we have provided for them in the form of their own personalised website. Through the website clients can have a holistic view of their investments and here they can access all of their personalised information as well as get up-to-the-minute valuations. The websites are available on a range of devices including PC, iPad, iPhone, Blackberry and Google Android. In addition all client documents are safely stored and can be viewed at any time therefore no need to retain large amounts of paper documents. The website also provides a secure messaging service through which you can keep in touch with your adviser.
True Potential have recently introduced ‘Impulse Save’. A unique facility which allows clients to go onto their website and make a personal contribution from as little as £1 into their investments.
impulseSave®, unique to True Potential, is a revolutionary new way for you to help clients top up their investments on-the-go via the web, tablet or mobile device.
Click here to download the True Potential App for your mobile or tablet device.