A technology platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.
True Potential says its product will help distribution firms as well as providers reap the rewards of increased efficiency and lower costs, while at the same time “strengthening their ability to meet their regulatory obligations”. David Harrison, managing partner of True Potential, says a growing, and sparser, market means all-in technology solutions like True Potential have never been more important. “The advice market is continuing to fragment into smaller and smaller firms which means inefficient and legacy processes are becoming more prevalent, not less,” he says. True Potential is b...
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