True Potential Adviser 4+
True Potential LLP
-
- Free
Screenshots
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.
What’s New
Version 6.0.63
bug fixes and performance improvements
Ratings and Reviews
Still rubbish - even after update
When going through all the work of an update how about not updating 'a minor part of the risk reward questionnaire' and instead actually fixing the app so one can log in? I can't even get as far as the ATR bit to see what's been updated!
Still crashes on start up and log in. Have had the TP app for some time but haven't been able to log in for about a year or more. A message would come up saying I needed to use this app instead. Fair enough I thought. I'll use the other app (this one). This app is rubbish. 81 out of 100 times I can't log in and when I do it kicks me straight back out. If I manage to stay in long enough I can't see clients' mobile numbers nor can I press the number to dial like was possible in the standard app. Instead I have to remember the number close the app and try and dial it before I forget. Even the 'copy and paste' function has been lost! If I forget the number I have to start from scratch and try to log in again. Rubbish. Classic TP reliability.
Rubbish
This App is useless. It shows I have over £8 million but no investment history as it all shows as 0. I wish I had that much money. My husband’s is the same. This is assuming you can log in. Absolutely useless. I would give it zero stars if I could. It’s been like this for 2 years.
Not good TP
Absolute rubbish. Clients shouldn’t be paying s high price to use this site.
App Privacy
The developer, True Potential LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- True Potential LLP
- Size
- 240.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Languages
- Age Rating
- 4+
- Copyright
- © True Potential LLP
- Price
- Free