Take control of your investments through your Truly Independent Adviser
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
View your portfolio on the go
See an overall snapshot of your net wealth online or through our app.
Track your performance
See up-to-date investment performance and check your progress against your goals.
Get cashback on your everyday spending.
Top up from £1
Add to your investements with a couple of clicks using our world-first ImpulseSave® technology.
Manage your finances
See all your bank accounts, savings and credit cards in one place. Track and analyse your spending habits.
Contact your adviser
Send secure, encrypted messages, and share documents with your Truly financial adviser.
Reach your goals faster with ImpulseSave®
Put your investing on autopilot with a Direct Debit
1. Select your policy
Log in online through the Vero app and choose the account you wish to impulseSave® into.
1. Select your policy
Log in online, click through to investments and choose which policy you wish to add a Direct Debit to.
2. Choose top up amount
You can either type in the specific amount you wish to ImpulseSave® or select from the options shown.
2. Enter details
On your policy, select ‘edit monthly investement’ and enter your amount and bank details.
3. We invest your money
We will apply the payment to your account and let you know when the money is invested.
3. We'll do the rest
Once you have submitted your details, we will send you confirmation of your new Direct Debit.
Login by app
Download our free app and bring investing straight to your pocket
Visit www.trulyifa.co.uk/log-in and start doing more with your investments