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True Potential Adviser

True Potential Adviser

by True Potential LLP

6 ratings
8 reviews
💰 Finance

Details

  • Released
  • Updated
  • May 28, 2014
  • December 1, 2025

Developer

True Potential LLP
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True Potential Adviser screenshot #1 for iPhone
True Potential Adviser screenshot #2 for iPhone
True Potential Adviser screenshot #3 for iPhone
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⭐8
Reviews↘︎
❓8 answered
FAQ↘︎
📦w/o updates
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About

This app provides financial advisers with secure access to client investment performance, risk profiles, and goals. It enables on-the-go record-keeping, detailed investment analysis, and secure client communication. Available to authorized partners and advisers using specific technology.

✓View client investment performance
✓Track client goals and valuations
✓Analyze investments in detail
✓Secure client messaging
✓Access client documents
✓View client risk profiles
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What's New in True Potential Adviser

1764273282

December 1, 2025

Bug fixes & performance improvements

User reviews

Most RecentHighest RatedLowest Rated

Great update

The new layout and functionality is much better. The switch client logic has made things easy
LiamW1903LiamW1903

Excellent new version

An excellent addition to the True Potential stack — AI seamlessly integrated into existing records with no copying or pasting. The conversation recorder is particularly impressive, providing both a concise summary and a full transcript with audio for easy reference and detail-checking.
Betfair User!Betfair User!

Great app

This latest version of the app is great, the new UI is modern and easy to understand. I love the ability to impersonate my clients and swap between them seamlessly.
HayesE188HayesE188

Brand new app

Ignore old reviews, app has been updated so is brand new. This is a tool specific for financial advisers.
Integrated AI meeting recording works well.
Nick RedfernNick Redfern

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.
ScoobyMKScoobyMK
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Developer apps

True Potential
True Potential

by True Potential LLP

💰 Finance

(5)

Free
See developer apps

FAQ

What is True Potential Adviser used for?

True Potential Adviser is a mobile application designed for financial advisers to manage client investments, track performance, and communicate securely. It allows for on-the-go access to client data and record-keeping.

Who can use True Potential Adviser?

This application is exclusively available to authorized True Potential Wealth Management Partners and Financial Advisers who utilize True Potential technology. Access details are the same as online login credentials.

How does True Potential Adviser help with client investments?

The app enables advisers to view detailed client investment performance through charts and graphs, monitor client goals and valuations, and analyze investments comprehensively. It provides insights into client risk profiles as well.

Is True Potential Adviser secure for client communication?

Yes, the app features secure messaging capabilities, allowing financial advisers to communicate with their clients in a protected environment. It also provides access to clients' stored documents.

What devices support True Potential Adviser?

True Potential Adviser is supported on iPhone and iPad devices. Users can access their client information and manage their business from these Apple devices.

How often is True Potential Adviser updated?

The latest version of True Potential Adviser was updated on December 1, 2025. While specific update frequency isn't detailed, this indicates ongoing maintenance and feature enhancements.

What is the user rating for True Potential Adviser?

True Potential Adviser has received an exceptional rating of 5.0 stars based on 6 user reviews. This suggests a high level of user satisfaction among its current user base.

Does True Potential Adviser have ads?

No, True Potential Adviser does not contain advertisements. As it is a professional tool for financial advisers, it is designed to provide an uninterrupted user experience.