True Potential is launching a platform next year which could be up and running by Q1.
True Potential has agreed a partnership with insurance giant Aviva to allow quotes and online applications for a wider range of the provider's products, including protection plans.
Software provider True Potential has added full fact-finding and risk profiling capabilities to its iPad application for advisers.
Daniel Harrison says social networking is all the rage, but there are better ways to add value for clients
AT8's Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.