The True Potential Financial Adviser App allows Financial Advisers to access clients’ investment performance, contact them securely and complete record-keeping on-the-go
True Potential Adviser
What is it about?
The True Potential Financial Adviser App allows Financial Advisers to access clients’ investment performance, contact them securely and complete record-keeping on-the-go.
App Screenshots
App Store Description
The True Potential Financial Adviser App allows Financial Advisers to access clients’ investment performance, contact them securely and complete record-keeping on-the-go.
Interrogate your business information like never before by:
• Viewing client information and risk profiles
• Tracking clients’ investment performance through charts and graphs
• Monitoring clients’ goals and valuations
• Analysing clients’ investments in detail
• Contacting your client through secure message
• Viewing clients’ stored documents
The True Potential Financial Adviser App is available to all True Potential Wealth Management Partners and Financial Advisers using True Potential technology.
If you’re already a user, your access details are the same as your online login. If you’d like to become one, please visit www.tpllp.com.
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