# True Potential Adviser > Financial adviser tool for client investment tracking, secure communication, and record-keeping. (iPhone/iPad app by True Potential LLP.) - Source: https://appshunter.io/ios/app/true-potential-adviser/id875240374 (this page in markdown: same URL + `.md`) - Developer: [True Potential LLP](https://appshunter.io/developer/335004505) - Category: Finance - Price: Free - Rating: 5.00/5 from 6 App Store ratings · 8 written reviews indexed - Age rating: 17+ - Requires: iOS 12.2 · 184 MB - Released: 2014-05-28 - Data updated: 2026-08-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/true-potential-adviser/id875240374/reviews.md ## What is True Potential Adviser? 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 (Truepotential.co.uk) ## Key features - View client investment performance - Track client goals and valuations - Analyze investments in detail - Secure client messaging - Access client documents - View client risk profiles ## Recent user reviews (8 of 8) All indexed reviews: https://appshunter.io/ios/app/true-potential-adviser/id875240374/reviews.md ### 5/5 — Great update *2025-08-21* The new layout and functionality is much better. The switch client logic has made things easy ### 5/5 — Excellent new version *2025-08-15* 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. ### 5/5 — Great app *2025-08-14* 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. ### 5/5 — Brand new app *2025-08-07* 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. ### 1/5 — Rubbish *2022-06-18* 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. ### 1/5 — Crap App *2019-11-05* As per title ### 1/5 — Not good TP *2019-06-27* Absolute rubbish. Clients shouldn’t be paying s high price to use this site. ### 1/5 — Still rubbish - even after update *2015-10-27* 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. ## Frequently asked questions about True Potential Adviser ### 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. ## Version history (last 5 releases) ### 1764273282 — 2025-12-01 Bug fixes & performance improvements ### 1763726607 — 2025-11-25 Bug fixes & performance improvements ### 1757930766 — 2025-09-23 Bug fixes & performance improvements ### 1756732720 — 2025-09-03 Bug fixes & performance improvements ### 1754061420 — 2025-08-07 Updated features and performance improvements ## More apps by True Potential LLP - [True Potential](https://appshunter.io/ios/app/true-potential/id335004502) All apps by True Potential LLP: https://appshunter.io/developer/335004505 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-22.*