Truly IFA launches app to complement investment platform

The app, which is in the process of being licensed by Apple and Android, will allow clients to have an immediate valuation of their investments. Advisers will be able to help clients set goals using the app and will then be able to monitor how their investments are performing.

If they wish, and following advice, the client can then add to their investment if they're falling short of the target. Like with Truly's platform VERO, made available to advisers on 1 September, intermediaries will be able to monitor the client's investments through the app as well. 

Truly MD Andrew Goodwin told Professional Adviser the app helps the firm to provide a comprehensive client and adviser offering.

"This is really another part to our overall offering to advisers. We wanted to promote right away the efficiencies that technology can bring with the underlying remit of more money, more time and less stress for the advisers," he said.

"It's an additional development to everything else we have done. It means that the advice process is not just ‘today' - you can add to it ongoing until you reach your target."

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