Below is the content for version 1 of a log-on/get started email for advisors, just fill in the necessary information
Your log-on is Waiting / Get Started Today v1
Subject: Your Truelytics Complimentary Access is Ready
Or
Log-on to the Truelytics valuation and benchmarking platform provided by EnterpriseName
Get started today.
You should have received an email with your personal log-on to the Truelytics valuation and benchmarking platform. To get started you need your firm’s financial data handy as a reference. Data that EnterpriseName provided to Truelytics has been pre-populated, where available, to make the process easier for you. Completion of the survey should take less than 30 minutes.
When done your firm’s Truelytics Score and eValuation will pop up instantly. It’s that easy.
If you would like to speak with one of Truelytic’s Customer Service Specialists to answer your questions or help you get started please email us at xxx@ or call XXX-XXX-XXX.
Note: the Truelytics license is being offered as an Enterprise User license under an EnterpriseName Enterprise License. Apart from EnterpriseName, your individual data will not be shared with anyone. License terms & conditions can be seen here.
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