True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring:
Goal-based technology enabling custom investment plan creation;
Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)

AI/ML

Finance

FinTech

Insurance

InsurTech

Investment Management

Personal Finance

Platforms

Professional Services

Retirement

True Potential

True Potential's headquarters in Newcastle upon Tyne, United Kingdom

This department ensures adherence to regulatory standards and proper handling of compliance-related files and cases.

Compliance Oversight

This department focuses on advising clients and managing their financial assets to achieve their wealth goals.

Wealth Management

This department provides financial advising and planning services to clients, helping them manage their investments and achieve their financial goals.

Financial Services

This department provides strategic direction and oversight for the organization.

Leadership Council

Regional Sales Directors

This department is responsible for maintaining and enhancing relationships with clients to ensure their satisfaction and engagement with the organization.

Client Management

This department provides expert financial planning and advisory services to clients, focusing on investment strategies, retirement planning, and wealth management.

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People (3)

Jobs (0)

Other teams

Wealth Management

Financial Services

Leadership Council

Regional Sales Directors

Client Management

Financial Advisory Services

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People (3)

Jobs (0)

Other teams

Wealth Management

Financial Services

Leadership Council

Regional Sales Directors

Client Management

Financial Advisory Services

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