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True Potential Investment Platform
Willingness to recommend
4.89/5
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:
Privately owned with an investment from PE Firm Cinven
AUM:
Β£20.7 bn as at 31 December 2021
Partnerships:
Proprietary
NextWealth analysis
True Potential get top billing from their users β rated as the top platform in all categories we measure. The firm gets an overall score of 4.8 out of 5, an excellent score by any measure. The firmβs offering is different from other platforms, as advisers tend to be part of the True Potential group (True Potential Wealth Management and True Potential Adviser Services) and use the full suite of technology and products. This means better integrations and a different service proposition.
The firm received an injection of capital from PE Firm Cinven. This has fuelled further recruitment of advisers into their restricted Wealth Management firm. True Potential was again recognised this year as a NextWealth Digital Process Champion.
Financial advisers praise the platform for being easy to use and often add that clients like the tech too:.
βGood functionality. Not the cheapest but great tech.β βVery easy to use remotely.β
βEnd to end digital adoption of all processes.β βReliable and very easy to use.β
βThis is the all singing all dancing platform.β
Integrations
Based on 719 reviews
4.75/5
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
True Potential
Morningstar
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
Just works.
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Transitioned my clients to it
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Experience
Anonymous
October 2023
