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Take control of your investments through your Truly financial 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. At Truly we are always looking for new ways to improve our business offering to both clients and advisers. Our aim is to provide the very best and most complete offering in the market.

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.

Analyse your investments

Review exactly where your money is invested at any time.

Top up from £1

Add to your investemnts 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 to 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.

Do more with your income and take control of your investments with your Truly Independent financial adviser.

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.

Take control today

Login by app

Download our free app and bring investing straight to your pocket

Login online

Visit www.trulyifa.co.uk/log-in and start doing more with your investments

Download the app