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.
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.
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.
