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 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
See an overall snapshot of your net wealth online or through our app.
See up-to-date investment performance and check your progress against your goals.
Get cashback on your everyday spending.
Add to your investements with a couple of clicks using our world-first ImpulseSave® technology.
See all your bank accounts, savings and credit cards in one place. Track and analyse your spending habits.
Send secure, encrypted messages, and share documents with your Truly financial adviser.
Log in online through the Vero app and choose the account you wish to impulseSave® into.
Log in online, click through to investments and choose which policy you wish to add a Direct Debit to.
You can either type in the specific amount you wish to ImpulseSave® or select from the options shown.
On your policy, select ‘edit monthly investement’ and enter your amount and bank details.
We will apply the payment to your account and let you know when the money is invested.
Once you have submitted your details, we will send you confirmation of your new Direct Debit.
We are committed to making investing simple and transparent. Our industry-leading technology helps you take control of your money, achieve your goals and plan for a better financial future.
You have 24/7 access to your secure account, enabling you to track and manage your investments with just a couple of clicks. You can also add to your investments on-the-go with our world-first ImpulseSave® technology and reach your goals faster by creating and managing regular investments by Direct Debit.
Login to your account today online or via the app and start doing more with your income.
Download our free app and bring investing straight to your pocket