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True Potential Adviser Icon

True Potential Adviser

True Potential
Trustable Ranking Icon
1K+Descargas
73.5MBTamaño
Android Version Icon6.0+
Versión Android
1.1.3(16-06-2021)
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(0 Opiniones)
Age ratingPEGI-3
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Descripción de True Potential Adviser

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.

True Potential Adviser - Versión 1.1.3

(16-06-2021)
NovedadesNotes:- Stability improvements- Resolved issue where some clients were not visible on the app.- Added the ability to call a client when tapping their number.

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True Potential Adviser - Información de APK

Version de la app: 1.1.3Paquete: com.tpllp.tpadviserapp
Compatibilidad con Android: 6.0+ (Marshmallow)
Desarrollador:True PotentialPolítica de Privacidad:https://www.tpllp.com/privacyPermisos:12
Nombre: True Potential AdviserTamaño: 73.5 MBDescargas: 0Versión : 1.1.3Fecha de lanzamiento: 2021-06-16 15:42:46Pantalla mín: SMALLCPU soportada: x86, x86-64, armeabi-v7a, arm64-v8a
ID del paquete: com.tpllp.tpadviserappFirma SHA1: 17:0D:59:FD:B9:31:62:28:15:17:8B:CF:A8:CF:C9:B4:DD:7B:80:EADesarrollador (CN): AndroidOrganización (O): Google Inc.Localización (L): Mountain ViewPaís (C): USEstado/ciudad (ST): CaliforniaID del paquete: com.tpllp.tpadviserappFirma SHA1: 17:0D:59:FD:B9:31:62:28:15:17:8B:CF:A8:CF:C9:B4:DD:7B:80:EADesarrollador (CN): AndroidOrganización (O): Google Inc.Localización (L): Mountain ViewPaís (C): USEstado/ciudad (ST): California