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True Potential Adviser Services (CRM)
Willingness to recommend
3.99/5
About the provider
For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs. Built from the ground up using True Potential’s award-winning in-house technology, the Wealth Platform integrates our world-first impulseSave® top-up technology and revolutionary financial life planner, True Potential One®. Our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control, and value. At the heart of our award-winning platform is our own in-house range of managed discretionary managed Portfolios, offering of ten risk-rated portfolios, complimented by thousands of different Equities, ETFs, Mutual Funds with both onshore and offshore Bonds along with our own nil cost Pension, General Investment Account and ISA and Junior ISA.
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Ownership:
Ture Potential LLP
NextWealth analysis
27 financial planners rated the True Potential back office system, giving it a good score of 4.2 out of 5 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
Based on 71 reviews
3.89/5
Integrates One Way
Integrates Both Ways
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
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Reviews
Willingness to recommend
Integrations
Value for money
Service
They are a bit greedy and unhelpful sometimes
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
I feel that TP focus their resources on their own platform now and those who are not TP advisers or use their platform are left with an outdated system. To transfer away to another system is such a big job and we are a small firm hence why we have delayed this.
Anonymous
October 2023
