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Free Peer Benchmark Analyzer

Advisor Transition Management Platform

Rated Best Analytics Platform of 2021 for Practice Management by Investopedia!

Transforming the way the Wealth Management Industry Discovers Opportunity

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

 

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

Free Peer Benchmark Calculator

See How Your Firm Stacks Up Against Your Peers!

Imagine a sample size of 8,000+ firms vs. 400. Imagine data that updates in real-time vs. once a year. Imagine a digital dashboard vs. a print report. Your wait is over. By merely providing your firm's AUM, get over 40 different benchmarks across such areas as Net Revenue, Number of Households, Average Client Age, as well as three valuations calculated by Discounted Cash Flow, Multiple of EBITDA, and Multiple of EBOC...all within seconds!

Get Your Free Peer Group Benchmarks Today!

riabase1

 Truelytics used its powerful analytics engine to benchmark over 15,000 SEC-registered RIAs, via their FORM ADV data, to create the largest free directory of its kind.  

 

VISIT RIABASE TODAY!

recruiting

Recruiting

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

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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 matchmaking capabilities to support planned succession.

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

Over 50 Broker-Dealers, Wirehouses, OSJs, Custodians, and Asset Managers rely on us to power their enterprise recruiting, practice management, succession, and benchmarking programs. Over 10,000 independent advisors and RIAs trust Truelytics to inform their business decisions. 

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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 or public online marketplace to assist affiliated advisory firms planning succession or growth through M&A to find the perfect opportunity.

Learn More →

The Modern Financial Advisor

Episode 50

Transitioning and Transforming a Wealth Management Firm

 

Stream Now On

   Apple Podcast
   Spotify
   Google Play
   Alexa