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Enterprise Functionality

Command and Control of Your Enterprise Deployment

STACK RANK 

Currently, the default enterprise view for any executive or administrator with access is our Stack Rank view. This offers the ability to sort firm's progress by year, segmenting firms by category (tags), review a firm's history on the platform and access to firm-level data.

ENTERPRISE BENCHMARKS

Each enterprise dashboard is geared to provide executives and practice management specialists with insights into how the firms in the enterprise are performing overall and where the outlier firms exist in each report.

ADMINSTRATION

Enterprise Super Admins are empowered to Add/Edit/Delete Users; Create Categories; Invite/Remove Firms; and Export Data

VIRTUOUS CYCLE

Between our core eValuation platform, data/analytics, and connected transition applications, Truelytics believes that our solution is able to scale across all stages of a financial advisor’s business lifecycle and result in a virtuous cycle on behalf of wealth management enterprises.

Stack Rank

Currently, the default enterprise view for any executive or administrator with access is our Stack Rank view. This offers the ability to sort firm's progress by year, segment firms by category (tags), review a firm's history on the platform and access firm-level data.

stack-rank-view

 

Enterprise Benchmarks

Truelytics Enterprise Benchmarks contain over 40 insightful dashboards that cover the following categories:

  • Firms
  • Clients
  • Process
  • Revenue
  • Expenses
  • Ratios

Each dashboard is geared to provide executives and practice management specialists in enterprises with insights into how the firms in the enterprise are performing overall and where the outlier firms exist in each report.

Quickly Identify Outliers
Clients | Revenue | Expense | Ratios

For all Client, Revenue, Expense and Ratio reports, users will be able to see not only the average, medium and high/low outputs across all firms in an enterprise, but quickly identify the firms that are on the extreme high and low end of the spectrum for each report.

ratios

Easily Change Your Questions

Once a dashboard is chosen, users can click on a dropdown next to where it says "Choose Your Question" to see all the additional reports in this section.  Choose a different question and watch as the output instantly updates.

ent-bench-2

 

Filter Dashboards to Gain Additional Insights

Each dashboard also comes with filters for Categories, AUM, Revenue, # of Households and Firm Name, which allows practice managers and enterprise executives to quickly look at a subset of the enterprise with a simple click.

ent-bench-3

Administration

Enterprise Super Admins are empowered to accomplish several management tasks, beyond the Stack Rank and Benchmarking views they are able to access:

Add/Edit/Delete Enterprise Users

Add-Edit-Enterprise-User

 

Create & Assign Categories (Tags)

Enterprise-Admin-Categories

Once an Enterprise Super Admin is done creating tags, they or any Enterprise Admin may assign those tags to firms in the Stack Rank View. To Search for a specific tag or tags, just click into the Filter by Categories box and either type the name of the Category or select from the drop menu.

Filter by Categories

Invite/Remove Firms

Enterprise Super Admins are able to invite/remove Firms to their Enterprise whenever they wish. 

Enterprise Add Firm

 

Export Data

Enterprise Super Admins are able to export enterprise data and certain algorithmic calculations processed by Truelytics.

export-data

 

Virtuous Cycle

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Marketing

Marketing targets prospects based on desirable attributes and engages them with Truelytics preEVAL app

Intake

Recruiters standardizes the data collection and retrieval processes by inviting prospects to apply via the TrueRecruit app

Offer

Finance and Recruiting access prospect data via secure Truelytics enterprise dashboards to analyze opportunities and make informed offers

Practice Analysis

Practice Management works with affiliated firms to continuously improve the health and wellness of their firm via the TruePerformance app

Continuity

Succession Planning ensures firms have all of their continuity assets in one secure location via the TrueContinuity app

Planned Succession

Succession Planning utilizes TrueMatch apps to support advisors planning succession or growth through M&A to find the perfect opportunities

Data

Executives and Front Office personnel leverage data and scorecards collected across populations of prospective and affiliated advisory firms to benchmark and guide strategic decision making


 

 

TrueInsights 2020 Benchmark App

Truelytics is introducing its inagural benchmark study in 2020 and we are looking to change the way its done forever in the wealth management space. Imagine a sample size of 7,000+ firms vs. 700. Imagine data that updates real-time vs. once a year. Imagine an app vs. a print report. We are currently looking for a strategic sponsor(s) to assist with underwriting and distribution of this ground breaking approach.

Learn More
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