'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

Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

Russell Andrews
clock 30 April 2024 • 5 min read
'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