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True Potential Adviser

Free
iPhone / iPad
Genres:
  • Finance
I want this app
Download from AppStore

Use this application to view your client’s portfolio performance data, contact them, share documents and complete record-keeping whilst on the move.

This application is available to all adviser logins of True Potential powered firms. Your access details are the same as your adviser login.

The newly designed interface a lets you interrogate your financial information like never before.

This includes:

- New navigation and look
- Full portfolio information and valuations, along with checking the status of your client's financial goals
- Access to Asset Allocation X-ray
- Innovative document management and upload
- Access to diary, pipeline and system/secure messaging
- Client personal details and attitude to risk
- Client contact and mapping

Clients of TP Powered firms can contact their financial adviser if they do not have their login details.

If you are not a client of a TP Powered firm please contact us at www.tpllp.com to become one.