True Potential to launch new iPhone and iPad apps

True Potential is to launch new versions of its iPhone and iPad applications next month.

The new applications include real time client valuations and secure access to any data that has been stored online, including historic investment performance, fund choices, emails, and financial services products.

Users can also access non-financial documents such as passports and travel insurance documents.

The new Version 2 applications will also be made available for Blackberry and Android devices.

True Potential senior partner Daniel Harrison says: “We are excited to launch our new iPhone and iPad applications and further demonstrate our commitment to stay ahead of the market.  Advisers need to be able to provide their clients with information in a number of ways and mobile applications are becoming more important.  

“We won’t stop here and are already looking at what V3 might look like.”

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Readers' comments (2)

  • I had a presentation on their current version and it was a revelation! (never mind their next version)
    True Potential seem to be light years ahead of anything else in the market and these Client Tools are superb, It took me some time to understand the proposition and how it all works but I know see how it adds huge value.
    Cant wait for the V3 they mention - its like waiting for the ipad all over again!

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  • Harry - what are you using as a base comparison?

    Have you used any other offerings?

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