Thursday October 17, 2019
To enable us to provide the best possible customer service for our clients, we work with a carefully selected network of partners and providers. True Potential provide the service and platform for our team of advisers to select innovative, risk-rated investment options for our clients. They also provide a client portal so our clients can easily access everything they need.
The strength of the platform has recently been acknowledged at the prestigious Schroders UK Platform Awards 2019, where our colleagues at True Potential, won the ‘Best Use Of Technology’ award.
Judges examined the impact on the business, on customers, market uniqueness, plus delivery on the basics such as security, reliability and regulatory compliance. To have triumphed over such fierce competition is a testament to their commitment to technology and innovation.
Our sincere congratulations go to Richard Taylor (Head of Platform), Jamie Heaton (Lead Developer) and Daniel Harrison (Chief Executive).