Ascentric links with True Potential

The link-up provides True Potential users with a daily valuation feed of client holdings on the platform. They will also have access to to up-to-date portfolio valuation information, alongside existing client data when logging into their back office system. "This is a great example of how two technologies can combine to provide advisers with a holistic view of their clients," says Ascentric sales and marketing director Richard Goodall (pictured). "We have a large number of advisers that use True Potential and I am delighted to announce this integration as it will significantly enha...