Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users.
The tool provides information on a client's financial history, current and potential future net worth as well as assessing their financial outlook, and is provided as part of the True Potential package with no extra fee. The tool will enable IFAs to produce lifestyle reports based on information already stored on the True Potential platform. IFAs will be able to switch from the current standard view, which is goals-based and provides investment objectives, to this tool which offers longer term services based around lifestyle planning. Co-founder of True Potential Daniel Harrison sa...
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