True Potential Adviser play online

The True Potential Financial Adviser App allows Financial Advisers to access clients investment performance, contact them securely and complete record-keeping on-the-go.

Interrogate your business information like never before by:

\tViewing client information and risk profiles
\tTracking clients investment performance through charts and graphs
\tMonitoring clients goals and valuations
\tAnalysing clients investments in detail
\tContacting your client through secure message
\tViewing clients stored documents

The True Potential Financial Adviser App is available to all True Potential Wealth Management Partners and Financial Advisers using True Potential technology.

If youre already a user, your access details are the same as your online login. If youd like to become one, please visit www.tpllp.com.