The Truth Is In The Analytics.
Truelytics is the business intelligence platform for Financial Advisors who want to
value, benchmark, and strengthen their business.
Truelytics is the only online self-service platform in the industry that gives you the ability to understand the value of your entire practice including earnings contributions and the key strengths and weaknesses that are driving your business. Monitor financial, demographic, and practice management characteristics contributing to your success.
Our tools combine real industry experience and big data that allows Financial Advisors to value, benchmark, and strengthen their business.
Take the guesswork out of determining the market value of your firm. Know for sure in minutes.
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.
Any measurement of business value should focus on the unique factors that make every firm different.
Truelytics answers CRITICAL QUESTIONS about your firm by recognizing the relationship between your core asset—your clients—and the value of your business. Success is measured where it is created—at the client level.