The Truth Is In The Analytics.
Truelytics is the leading business intelligence platform to measure advisor performance,
empower practice management, and benchmark success.
Truelytics focuses advisors and practice managers on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and/or perspective advisors perform across 50 critical KPIs both internally as well as against the marketplace.
Our tools combine real industry experience and big data that empower Financial Advisors, Practice Managers, and Wealth Management Executives.
Gain deep insight to how you stack up to industry peers and identify growth opportunities
Harness the power of the industry’s top consultants packaged into technology you can utilize daily
Take the guesswork out of determining what drives your enterprise value
The foundation of our technology is based on performance data captured across our extensive client portfolio; state of the art Key Performance Indicators; and proprietary Investment Banking formulas. The result: Moneyball for IBDs, OSJs, Custodians, and Large RIAs.
Business Stability Score - Reflects the structure and operations of your firm.