'All-in' adviser tool launched

clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read
Utilising clean data to power business decision-making

Utilising clean data to power business decision-making

In 2023 120 zettabytes of data was transacted globally

Abhishek Vethanayagam
clock 24 April 2024 • 3 min read
Woven Advice closes SEIS fundraising for data management solutions

Woven Advice closes SEIS fundraising for data management solutions

‘Advisers are held back by the quality of their data and their inability to fix it’

Hope Coumbe
clock 23 April 2024 • 1 min read