Use this application to view your portfolio performance data, contact your financial adviser, share documents and access revolutionary impulsesave technology.
This application is available to all clients of True Potential powered firms. Your access details are the same as your personalised website, if you do not know these contact your financial adviser who will be able to provide them.
The newly designed interface a lets you interrogate your financial information like never before.
This includes:
- New navigation and look
- Full portfolio information and valuations, along with checking the status of your financial goals
- The ability to impulsesave to quickly add amounts to your accounts
- Access to Asset Allocation X-ray
- Innovative document management and upload
- Personal details and your attitude to risk
- Adviser contact and mapping
Clients of TP Powered firms can contact their financial adviser if they do not have their login details.