True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring:
Goal-based technology enabling custom investment plan creation;
Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)

Finance

Insurance

Professional Services

Retirement

Investment Management

FinTech

InsurTech

Personal Finance

AI/ML

Platforms

True Potential

Mark Henderson

Jeffrey Casson

Regional Sales Directors

True Potential Investments

Data Team

Data

True Potential

Org chart

Teams

Regional Sales Directors

True Potential Investments

Data Team

Data

Values

Simple.Effective.Uniqiue

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