Truelytics is the only online self-service platform in the Wealth Management industry that gives you the ability to truly understand the value of your entire practice based on its unique characteristics, from the effects of earnings contributions to the impacts of key strengths and weaknesses. Your management decisions will be objectively informed in real time, enabling you to confidently advance your business directly, without expensive outside consultants.
Our suite of eValuation Index™ models was developed by prominent industry thought leaders in response to the significant challenges facing financial advisors and wealth managers who are trying to accurately measure their success, plan for succession, and improve their bottom line. We start with comprehensive, technology-driven valuation metrics that go well beyond outdated valuation rules of thumb to measure value where it is truly created: at the client relationship. For example:
For Ongoing Advisors & Firms
Our continually updated platform allows financial advisory and wealth management firms and practices to easily analyze their operating and portfolio dynamics against key performance metrics, and to take objectively informed actions to optimize management efficiency, deliver a better and more profitable client experience, and maximize the market value of their businesses.
For Sellers, Buyers & Successors
Using our technology and industry guidance as the framework for success, Sellers, Buyers and Successors will strengthen their negotiating position. Sellers will benefit financially and strategically when using Truelytics to prepare their business for eventual sale. Buyers will gain improved leverage and make more informed decisions by having the data they can trust to their advantage.
The foundation of our technology is based on data gleaned from tens of thousands of actual (“blind”) advisor tax returns; state of the art Key Performance Indicators; and multiple Investment Banking formulas. The results: Data that Matters™, data you can trust.
Our most important asset is our relationship to you. Your personal information will never be shared with a third party and your data is secure.
Our platform uses 128–bit SSL encryption—the same security that the best Global Banks use. All data and transactions are protected by COMODO.
Ironview Capital
There is nothing like it in the marketplace.
LPL Financial
Wells Fargo FiNet
