Your clients can access their investments through Vero
Vero is our fully integrated investment platform that targets growth whilst streamlining the investment process. Built by custodians, True Potential, our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control and value. The way financial advice is delivered and supported is changing with the focus on bridging the savings gap for better client outcomes. Put simply, we offer a truly revolutionary way to deliver financial services.
The Vero Platform allows your clients to have all their investments accessible in one place. Our web portal and Vero APP allow clients to share documents with their adviser securely and store their own documents. On top of this, clients can view and update their financial details and personal information with a click of a button.
At Truly we are always looking for new ways to improve our business offering to both clients and advisers by providing ongoing support at the highest quality. Our aim is to provide the very best and most complete offering in the market.
Our new (client facing) Vero brochure is available to download here.
View their portfolio on the go
View an overall snapshot of their net wealth online or through our app.
Track their performance
See up-to-date investment performance and check their progress against their goals.
Analyse their investments
Review exactly where their money is invested at any time.
Top up from £1
Add to their investments with a couple of clicks using our world-first ImpulseSave® technology.
Manage their finances
See all their bank accounts, savings and credit cards in one place. Track and analyse their spending habits.
Contact their adviser
Send secure, encrypted messages, and share documents with their Truly financial adviser.