True Potential 

Introduction 

We believe in fusing the very best advice with the very best technology. As your IFA we also believe that you should benefit from this fusion.

With this belief in mind we have great pleasure in introducing you to our innovative client tools. These client tools let you access your financial information when and where you want. They give you access to this information through the simple click of a button or a push of your finger.

This guide shows you how

Logging into your personalised site gives you all of your information in six simple categories. To get started, you’ll need your client login details from us. Once you have these, login to: http://clientsite.tpinside.com.

You can view, and download, our Step by Step Guide by clicking HERE. This Step by Step Guide provides you with instructions on how to access your information and introduces you to some of the tools that you can use.

FAQs

What does Powered by True Potential mean? 

True Potential is the market leader in financial services technology and platforms. By partnering with them we are able to give our private clients exclusive access to the best tools in the industry. The benefit to you is that you can use your own financial information in a truly powerful fashion.

Is my site secure?

Yes, as soon as you login you are protected with 128 bit secure socket layer –  the same encryption which protects your online banking, for instance.

My mobile device isn’t listed. Can I still view my portfolio?

Yes, we have also developed a mobile HTML version of the sites. Simply point your device to http://clientsite.tpinside.com.  Also, keep an eye on

the help section of your site, as we are adding new devices frequently.

Is there a help section?

Yes, login to http://clientsite.tpinside.com/ - before entering your details you’ll see that there is a help screen with full instructions.

How often is my portfolio updated?

Every time you login to your website a new real time valuation is requested, making your details as up to date as the close of business the previous working day.

One of my policies isn’t listed. How can I get this on my site?

It is likely that we do not hold the agency rights for this policy or plan. Please contact us and we will make the arrangements to add this.

 

+1 Us on Google+ Like Us on Facebook Follow us on Twitter