How is the True Potential Wealth
Platform structured for growth?
It’s because our Wealth Platform
has been built from the ground up
- combining 30 years’ experience at
the top of the finance sector and our
award winning in-house technology.
It provides a revolutionary way to
conduct your financial affairs.
It’s solid, innovative, built-to-last
and, most importantly for you, it’s
structured around your needs,
Structured for Performance
Uniquely engineered, the True Potential Wealth Platform has been built with powerful functionality and features. This provides you with a platform that performs and adapts in line with your financial growth.The True Potential Wealth Platform is part of the True Potential group of companies that was formed in March 2007. They provide services to more than 800 Financial Advice firms and 4,000 Financial Advisers. This equates to 20% of all UK advisers.
The partners and management team of True Potential have extensive experience in UK financial services including advice distribution, investment management and applying effective systems to empower Wealth Management solutions.
The True Potential team has won over 10 major awards in the financial sector. They have been awarded 21 five star ratings in the first F&TRC Adviser Software Systems 2011 e-Excellence survey, were given an ‘eee’ rating in the Financial Planning Tools survey for Growing Pensions and Investments and are the 2011 winners of the prestigious Money Marketing Best use of Technology by an Adviser award.
Who are True Potential ?
True Potential provides services to 20% of all the advice industry in the UK.
A Wealth Platform is a tool that offers a range of tax wrappers and investment options for your personal financial needs.
It improves efficiencies, supports cost savings and puts you in control of your finances through detailed reporting and 24/7 access.
The advantages of the True Potential Wealth Platform include:
• The ability to view all of your investment and pension plans in one place.
• A simple structure designed to help you best understand what exactly you have, how it is performing and what it costs.
• A stripping away of the costs that get in the way of investing your money – no large or hidden product provider charges and no special deals for anyone but you.
• Access to all your policy documentation using the latest web and mobile technology.
What is a Wealth Platform?
Structured for Transparency
The True Potential Wealth Platform has been built to help you easily understand and track your portfolio. This transparent approach also applies to what you pay for investing, meaning you are always in control of costs.Platform accounts are available online meaning investor information 24/7.
True Potential and your Financial Adviser work together to provide businesses and private individuals with superlative advice and client servicing.
This unique business partnership applies to managing your investments and pensions with the True Potential Wealth Platform. This means that, for the first time, you can access all financial legacy and portfolio information in one location.
Your Financial Adviser can use the Wealth Platform to invest your capital with innovative strategies from leading investment managers and have a choice of more than 5,000 mutual funds, 1,000 Exchange Traded Funds or 5,000 equities.
Through using detailed planning tools that take into account your legacy and current position and combining this with your financial goals, your Financial Adviser can apply strategic investment decisions into a range of tax wrappers that fully consider your circumstances.
Why your Financial Adviser is adopting our Wealth Platform
Structured for Trust
True Potential has built a platform infrastructure that you can feel safe investing with.
From partnering with SEI who are a leading global custodian to providing safe and secure technologies, our aim is to provide you with a service you can trust.
*True Potential transmit all your adviser instructions through SIEL. SIEL will be responsible for dealing and/or arranging dealing in certain assets via the transmission of instructions for all clients. SIEL is the appointed custodian for all client assets on the Wealth Platform
Our Wealth Platform provides you with an entire view of your finances.
The aim of True Potential is to create measurably better value for the consumer and all concerned in the process. It has long been our ambition to build a Wealth Platform that specifically makes savings and investments a pleasure for both the Financial Adviser and their clients.
To help us do that, we have built a proposition that works in harness with your Financial Adviser. The result of which is the UK’s first truly integrated Wealth Platform.
Throughout your lifetime you will have accumulated a range of financial products and plans; all with different needs and all with different levels of information provided. The True Potential Wealth Platform provides the clarity needed to stay informed and make the right decisions.
Until now, the UK consumer has only had products designed by Life and Pensions companies, Banks, or large Fund Management groups. These products are big on jargon, heavy on charges, light on transparency and offer poor performance. Financial Advisers have had to work through these products and become a form of translator in order to invest their client’s money into the market. Our fully integrated Wealth Platform gives a holistic view of all your finances - on which good strategic investment decisions can be based - providing a unique service unrivalled in the UK.
Why it’s right for you
Structured for Accessibility
Uniquely positioned to provide a definitive link for all of your investment and pension holdings, the Wealth Platform lets you access your financial information, performance and goals 24/7.View all of your documentation via a range of technologies. View your investments’
Why we believe we’re unique
True Potential offers a differentiated approach to Wealth Management.
When building our Wealth Platform, part of our design process involved analysing the existing market in great detail.
We noticed that broadly it consisted of ‘me-too’ offerings: there was little innovation; a lack of differentiation; dated design; all powered by unwieldy technology.
As well as looking to at least match others on factors such as costs, we have used our existing and unique in-house strengths in areas of technology and distribution buying power to produce a distinctive proposition. We believe that the True Potential Wealth Platform is an excellent way to inform, create and then build wealth.
Traditional platforms are often big on jargon, heavy on charges and light on transparency.
Structured for Integration
The True Potential Wealth Platform joins your financial position in a seamless manner. Only through this fusion can you gain a definitive view of your investments.Our Wealth Platform gives your Financial Adviser more time to work with you. Investment planning
tools allow your Financial Adviser to build complete strategies.
Through using the Wealth Platform your Financial Adviser can provide a service that places everything about your financial affairs in one place, seamlessly linking them and thus providing a holistic view for them and you. The advantages of this approach are huge not only in terms of how to provide true Wealth Management, but also providing on-going levels of service and quality at a cost simply impossible elsewhere.
Excellent investment planning tools Your Financial Adviser has access to powerful planning and goal-finding tools that take into account your current holdings and financial goals. With this information strategic investment decisions are more easily made. Providing you with the best level of information Being able to view your entire valuation history online is a feature not available anywhere else. Available on a range of devices including web, iPhone, Google Android and iPad, you can also view performance history against your goals, important policy documentation and enjoy a secure way of communicating with your Financial Adviser.
Fresh thinking and approach
Your Financial Adviser has provided you with a Wealth Platform that is genuinely unique. However please don’t think of it simply as a piece of technology. Instead, we want you to think of this Wealth Platform as a proposition that has been designed and built specifically with you in mind.
Together with your Financial Adviser our goal is to help demystify the whole process of Wealth Management and thus place you in control. We are confident in our joint ability to provide you with all of the information, guidance, planning and advice that you need to give you this control.
Because of the way that the Wealth Platform integrates, the more assets you place with it, the more useful it becomes. An example of this is the ability for your Financial Adviser and you to see all of your assets; placed in any appropriate tax wrappers; and placed in a direction that is required to achieve the correct focus needed to get the right result for you as an individual.
We hope that reading this brochure shows our approach to using plain language, avoiding jargon and insider technical words. In turn, we hope this gives you the confidence to continue to invest, in the knowledge that you have a plan, a Financial Adviser on hand and a way to constantly know what’s happening to that plan.
Structured for Growth.
True Potential Platform & Investment Strategies LLP
Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX London Office: 42-44 Grosvenor Gardens, Belgravia, London, SW1W 0EB
T: 0871 700 2007 E: [email protected]
www.tpplatform.co.uk
