Currently manually updating valuations for a small number of TP plans. If an addon is a relatively quick / simple job, it would definitely be handy to have.
In my experience, True Potential do not offer valuation feeds to any other CRM or Financial Planning tools providers as they want everything contained within their own CRM and Platform. Even their own TP network advisers try to push but know that they won’t offer this. If anyone has another contact name at TP that we could try again, that would be useful.
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Natali Gilmour
Mar 30
In my experience, True Potential do not offer valuation feeds to any other CRM or Financial Planning tools providers as they want everything contained within their own CRM and Platform. Even their own TP network advisers try to push but know that they won’t offer this. If anyone has another contact name at TP that we could try again, that would be useful.