View more on these topics

True Potential sets up valuation links

IFA services provider True Potential has added valuation links with three new platform providers to allow clients access to asset valuations via their adviser’s website.

Firms using True Potential can now provide clients with an online valuation of assets held on Nucleus, Parmenion and Praemium.

Senior partner Mark Henderson says: “The addition of these three providers further extends our valuation coverage, giving our users the capability to provide clients with comprehensive online valuations of their assets via their own exclusive client websites.”

True Potential announced earlier this month that the company had secured a partnership deal with Aviva.

Under the terms of the deal, True Potential users can quote and apply for a wider range of Aviva products, such as term insurance with optional critical-illness cover, level or stepped portfolio bonds and Aviva stakeholder pensions.

The tie-up with Aviva follows the launch of True Potential’s latest versions of its IFA software and iPad apps, which went live in November.


News and expert analysis straight to your inbox

Sign up


    Leave a comment