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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, grow, and retain advisory businesses while also reducing the costs related to transitions.

Explore Features

Truelytics Nominated for Benzinga's FinTech Best New Product, Best Wealth Management Software, and Best Data Analysis Tool!

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.
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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

How to Demonstrate Leadership and Calm Fears During a Time of Crisis

 

Stream Now On

   Apple Podcast
   Spotify
   Google Play
   Alexa