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Coming Soon: Version 3.0

Advisor Transition Management Platform

Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.

Truelytics Wins Grand Prize at the Allianz Fintech Pitchfest!

Truelytics' won its second FinTech Pitchfest Grand Prize in 2019 at Allianz Corporate HQ in Minneapolis, MN. In March, we won the Grand Prize at The Detroit Blockchain & FinTech Pitchfest. This latest recognition makes us two for two. (TrueDat!)

The Modern Financial Advisor Podcast

 The Modern Financial Advisor podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.

 

   Check Out Our Latest Episodes

recruiting

Recruiting

With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

practice-management

Practice Management

Our TruePerformance Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments.

succession-planning

Succession Planning

TrueContinuity is the Wealth Management industry's first Emergency Continuity Locker for unplanned succession. TrueMatch offers enterprises private matchmaking capabilities to support planned succession.

Ideal for Independent Broker- Dealers, Custodians, Asset Managers, OSJs, and Multi-Office RIAs

Our tools combine real industry experience and big data that empower Financial Advisors and Wealth Management Executives.
SCHEDULE DEMO

Advisor Transition Management Platform Modules

Between our core TruePerformance app, data/analytics, and connected applications covering recruiting, continuity, and matchmaking, the Truelytics platform is able to scale across all stages of a financial advisor’s business lifecycle.

 

TrueRecruit

TrueRecruit helps enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

Learn More →

TruePerformance

TruePerformance Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments.

Learn More →

TrueContinuity

TrueContinuity ensures financial advisory firms have all of their continuity assets in one secure location.

Learn More →

TrueMatch

TrueMatch offers Wealth Management enterprises a private online marketplace to assist affiliated advisory firms planning succession or growth through M&A to find the perfect opportunity within network.

Learn More →

The Modern Financial Advisor

Episode 25

How to Get Clients as a Financial Advisor by Looking Beyond the 1%

 

Stream Now On

   Apple Podcast
   Spotify
   Google Play
   Alexa