True Potential Adviser
True Potential Adviser Summary
True Potential Adviser is a mobile Android app in Finance by True Potential. It has about 1.8K+ installs Based on AppGoblin estimates, it reaches roughly 363 monthly active users . Store metadata: updated Nov 27, 2025.
Recent activity: 3.00 installs this week (1.8K over 4 weeks) View trends →
Store info: Last updated on Google Play on Nov 27, 2025 .
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App Description
A holistic view of clients investment performance, polices and documentation
The True Potential Financial Adviser App allows Financial Advisers to access clients’ investment performance, contact them securely and complete record-keeping on-the-go.
Interrogate your business information like never before by:
• Viewing client information and risk profiles
• Tracking clients’ investment performance through charts and graphs
• Monitoring clients’ goals and valuations
• Analysing clients’ investments in detail
• Contacting your client through secure message
• Viewing clients’ stored documents
The True Potential Financial Adviser App is available to all True Potential Wealth Management Partners and Financial Advisers using True Potential technology.
If you’re already a user, your access details are the same as your online login. If you’d like to become one, please visit www.tpllp.com (Truepotential.co.uk)
