AI insights into your investments.

We’re always looking at innovative ways to give clients the best possible service, which is why we’re delighted to announce the latest feature now available in the True Potential app and online account.

Our new AI powered Personal Summary feature provides a bespoke overview of your investments and account which you can choose to read through or listen to.

To see what your Personal Summary contains and find out how to view your own, take a look below:

What’s in your Personal Summary?

• An insight into the value of your investments.
• The key performance points from the Portfolios you’re invested in.
• The important themes currently affecting markets.
• Any outstanding actions you need to take.

How can I get started?

To discover your own generated Personal Summary today, log into your app or online account, and you’ll be able to access this from the Personal Feed in the Overview section.

If you require any help, please contact our friendly Relationship Management team on 0191 500 9164, we are available 7am-8pm on weekdays and 8am-12pm on Saturdays.

If you’re not a client, you can call one of our experts on 0191 625 0350 to learn more.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors.