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Willingness to recommend

3.63/5

Based on 41 reviews

True Potential

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Value for money

4.11/5

Support

4.11/5

Integrations

4.06/5

Based on 18 reviews

True Potential V6 is a single integrated platform that brings together the three core elements of True Potential – the back-office system, the Wealth Platform, and client servicing tools, such as their unique client websites. Everything an adviser needs to build and manage their clients financial plans can be accessed quickly, easily and from anywhere in the world, from one single online location.

NextWealth view

True Potential sits third by number of users in our survey of back office systems, behind Intelligent Office and the Iress tools (old and current). 22 financial planners rated the True Potential back office system, giving it a good score of 6.1 out of 10 for willingness to recommend to colleagues. True Potential's back office system users are mainly users of the True Potential suite of tools, including platform, on-platform client portal, and on-platform risk profiler.

Integrations

4.06/5
Based on 18 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for True Potential
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
experience
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Best medium sized platform in the UK and EU
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Very efficient system for both back office and platform integrated together
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Good integration and sharing platform with clients
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
as pretty good
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
"The back office system works well for us
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
good back office system that is being developed further
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Excellent technology
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
3/5
Service
It does not integrate with our main systems - the report writing function is next to useless
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
4/5
Service
Good value. Reliable technology
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
The technology is very good
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
"Not the best
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
"They are a great bunch of people and they are independent and profitable
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
Reliable IT
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
4/5
Service
experience
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Average company
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Best blockchain platform in the EU.
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Have worked with them for over 10 years and they have a complimentary back office and platform that works well together
Anonymous March 2020
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