Using our technology to reach your goals

Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.

Using our technology to reach your goals

One of the ways we help investors to do more with their money is through our award-winning technology.

Our in-house development team have designed our website and app to be simple, effective, and unique. These core principles match our philosophy that investing should be straight-forward and accessible for everyone. We believe that through our technology, investors can easily understand investing, with the ability to track and top up their investment 24/7.

Your investment starts with our online assessment, which uses our technology to determine your investing affordability and your capacity for risk. This initial investment planning tool will ask you relevant questions, and then calculate your answers to ensure you are invested in the most appropriate risk level portfolio at a level you can afford. If you need any assistance, you can utilise our latest technological innovation which is the live chat video feature which can be accessed from the lower corner of the screen. Our friendly customer services team are looking forward to a face-to-face chat with you.

The simple online assessment process is a great way to get an idea of how investing could help you to reach your goals. By knowing how much you can afford to invest each month, you’ll then have an idea of how long it could take to get to your goal amount.

The benefit of our technology doesn’t stop there. Download the True Potential Investor app and you’ll be able to track your investment performance 24/7 anytime, anywhere. This will help you keep on track with your goal, you’ll be able to see how close you are getting to your goal amount, which will help you to think about what you may need to do to get there.

If you find yourself with any extra money to invest, you can use our world-first impulseSave® technology to top up from £1, anytime, anywhere, 24/7. This is in line with our belief that investing should be affordable and accessible for everyone. Our technology has made it easy for you to work towards your goals.

Here’s the three simple steps to using our technology with the aim of making your money do more-

  1. Take our quick and easy online assessment to determine your affordability and risk level for our Fully Managed Investment Portfolios
  2. Download the True Potential Investor app to track your investment, anytime, anywhere, 24/7. By regularly tracking your investment, you’ll have a better idea of how close you are to reaching your goal.
  3. Use impulseSave® to top your investment up from £1, anytime, anywhere, 24/7.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

Personal Finance