The core component of Truelytics’ Advisor Transition Management Platform is our growing database of independent financial advisory firm books of business (i.e., details around the firm’s ownership, staff, clients, processes, revenue, and expenses.) This data allows us to generate over 50 KPIs related to the firm’s business, client, and revenue stability. Our eValuation Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.
For Ongoing Advisors & Firms
Our continually updated platform allows financial advisory practices and wealth management firms 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.