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Positive Solutions Enhances Technology Offering to Partners
31/05/2011
Printable version
Printable version
- Bespoke version of the latest True Potential operating software rolled out to Partners
- Scaleable technology offering to support Positive Solutions’ growth plans
- New system saves time, cuts administration and makes submitting business easier
Leading national IFA Positive Solutions today announces the enhancement of its technology offering for Partners with the roll out of a bespoke version of the latest True Potential operating software.
The upgraded software will reduce the time Partners spend on administration by streamlining the sales process and providing a fully compliant audit trail. It will also offer improved navigation and faster access to data.
Positive Solutions plans to further improve functionality by using the advanced technology of the True Potential operating platform to give IFAs and clients access to the system via mobile devices. Clients will have the option to view their finances on ipad, iphone, or Android devices. This will be in addition to the real time valuations currently available through personalised client websites. Mobile functionality and further updates to the client websites will be added by the end of June. Positive Solutions believes these further enhancements will be a key differentiator for Partners in the service it provides clients in the post-RDR world.
To support Positive Solutions’ growth plans as a result of future Positive Partnerships professional connections arrangements and the recently announced launch of a Practice Model later in the year to support IFA firms, the operating software is also fully scaleable.
Positive solutions announced its new agreement with True Potential to provide a be-spoke, upgraded version of its operating platform and access to the wrap platform at its Partner Forum in January. Positive Solutions intends to make the True Potential wrap platform available to Partners later in the year.
True Potential is highly regarded in the industry for adviser software systems for the services that it provides to firms such as Positive Solutions.
Jim Reeve, CEO of Positive Solutions says:
“A strong technology offering is an integral part of the service Positive Solutions of-fers its partners. It will be even more critical in the post-RDR world, enabling them to provide excellent ongoing service to clients and access to the latest technology to help them manage their finances.
“It’s important to us that our technology proposition can develop in line with our ambitious growth plans and True Potential has built scaleability in to this bespoke version of its software. This is one of a number of enhancements to the service Positive Solutions will provide Partners this year to ensure success in the run up to RDR and beyond.”
Daniel Harrison, Senior Partner at True Potential says:
“We are delighted to have been involved in this enhancement. As an IFA who lives and breathes technology, Positive Solutions have had a clear idea of how it can be best used to improve client servicing in the run up to RDR.
The processes that we have built with Positive Solutions will give their Partners this capability and more. We look forward to building upon this progress with the team.”
-ENDS-
Further information
Mark Locke, AEGON Tel: 0131 549 3766/07740 897986
Daniel Harrison, Senior Partner, True Potential Mob: 07786 262596
Kevin Carr, Kevin Carr Consulting Mob: 07887 838811
About True Potential
Established in March 2007 True Potential is a high specification IFA services provider that offers innovative end to end processes for distributor businesses.
It provides a range of IFA tools, support services and processes that increase productivity and add value. Benefits include an increase in efficiencies, a cut in administrative costs and help ensuring that firms are providing sufficient detail to the regulator’s desire.
True Potential leads the way with its client servicing tools. These include unique sites, communication methods and an aggregated live view of all assets. As well as being available on the web, True Potential are the only UK FS firm to offer this on mobile devices including iPhone and iPad.
The firm currently has over 686 individual advice firms comprising 3,500 advisers and was the first in the UK market to launch an intermediary application for mobile devices.
www.tpllp.com
About Positive Solutions
Positive Solutions is a leading national IFA with over 1250 registered individuals. It is owned by AEGON UK.
In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £57.6 billion and employs approximately 4,000 staff.
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- Scaleable technology offering to support Positive Solutions’ growth plans
- New system saves time, cuts administration and makes submitting business easier
Leading national IFA Positive Solutions today announces the enhancement of its technology offering for Partners with the roll out of a bespoke version of the latest True Potential operating software.
The upgraded software will reduce the time Partners spend on administration by streamlining the sales process and providing a fully compliant audit trail. It will also offer improved navigation and faster access to data.
Positive Solutions plans to further improve functionality by using the advanced technology of the True Potential operating platform to give IFAs and clients access to the system via mobile devices. Clients will have the option to view their finances on ipad, iphone, or Android devices. This will be in addition to the real time valuations currently available through personalised client websites. Mobile functionality and further updates to the client websites will be added by the end of June. Positive Solutions believes these further enhancements will be a key differentiator for Partners in the service it provides clients in the post-RDR world.
To support Positive Solutions’ growth plans as a result of future Positive Partnerships professional connections arrangements and the recently announced launch of a Practice Model later in the year to support IFA firms, the operating software is also fully scaleable.
Positive solutions announced its new agreement with True Potential to provide a be-spoke, upgraded version of its operating platform and access to the wrap platform at its Partner Forum in January. Positive Solutions intends to make the True Potential wrap platform available to Partners later in the year.
True Potential is highly regarded in the industry for adviser software systems for the services that it provides to firms such as Positive Solutions.
Jim Reeve, CEO of Positive Solutions says:
“A strong technology offering is an integral part of the service Positive Solutions of-fers its partners. It will be even more critical in the post-RDR world, enabling them to provide excellent ongoing service to clients and access to the latest technology to help them manage their finances.
“It’s important to us that our technology proposition can develop in line with our ambitious growth plans and True Potential has built scaleability in to this bespoke version of its software. This is one of a number of enhancements to the service Positive Solutions will provide Partners this year to ensure success in the run up to RDR and beyond.”
Daniel Harrison, Senior Partner at True Potential says:
“We are delighted to have been involved in this enhancement. As an IFA who lives and breathes technology, Positive Solutions have had a clear idea of how it can be best used to improve client servicing in the run up to RDR.
The processes that we have built with Positive Solutions will give their Partners this capability and more. We look forward to building upon this progress with the team.”
-ENDS-
Further information
Mark Locke, AEGON Tel: 0131 549 3766/07740 897986
Daniel Harrison, Senior Partner, True Potential Mob: 07786 262596
Kevin Carr, Kevin Carr Consulting Mob: 07887 838811
About True Potential
Established in March 2007 True Potential is a high specification IFA services provider that offers innovative end to end processes for distributor businesses.
It provides a range of IFA tools, support services and processes that increase productivity and add value. Benefits include an increase in efficiencies, a cut in administrative costs and help ensuring that firms are providing sufficient detail to the regulator’s desire.
True Potential leads the way with its client servicing tools. These include unique sites, communication methods and an aggregated live view of all assets. As well as being available on the web, True Potential are the only UK FS firm to offer this on mobile devices including iPhone and iPad.
The firm currently has over 686 individual advice firms comprising 3,500 advisers and was the first in the UK market to launch an intermediary application for mobile devices.
www.tpllp.com
About Positive Solutions
Positive Solutions is a leading national IFA with over 1250 registered individuals. It is owned by AEGON UK.
In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £57.6 billion and employs approximately 4,000 staff.