IFA firm Truly Independent has launched an app to complement its newly introduced investment platform VERO.
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 tol...
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