About Truelytics...

Being able to personally model different numbers and scenarios for my practice by entering the data myself into the Truelytics system gives me a hands-on tool that can help me understand the gravity of business decisions and outcomes, and I see the results immediately. Additionally, when I’ve had questions, I’ve gotten incredibly fast responses from the Truelytics team.

Tom Barton Wells Fargo FiNet

As the head of OSJ with 25 advisors and $1.1 billion in AUM, I have found the Truelytics eValuation Index™ tool to be extremely helpful for both valuation and business analysis. There is nothing like it in the marketplace.

Kevin Supka LPL Financial

We are involved in M&A transactions within our industry and we wanted an independent tool to value our firm and the firms we are speaking to.

Tom Orecchio Modera Wealth Management

I would recommend that every advisor/team at least go through the exercise to demo the software. I would imagine that many, like myself, would see value from a very sophisticated, yet easy to use program to keep an eye on a large assets.

Jeff Brown Stratos Wealth Partners

We are currently acquiring Advisory Practices, Truelytics provides us with a simple, yet thorough report to assess an advisor’s practice.

Sean Bergin Ironview Capital Management