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

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True Potential

Org chart

Teams

Regional Sales Directors

True Potential Investments

Data Team

Data

Values

Simple.Effective.Uniqiue

Similar companies

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True Potential

Org chart

Teams

Regional Sales Directors

True Potential Investments

Data Team

Data

Values

Simple.Effective.Uniqiue

Similar companies

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