True Potential Adviser

By True Potential LLP on AppTrack Ninja.

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…

Categories: Finance

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