With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
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.
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.
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 helps enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
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.
How to Get Clients as a Financial Advisor by Looking Beyond the 1%
Stream Now On
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.