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Succession Planning

TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information. Wealth Management enterprises utilize TrueContinuity as a best practice to ensure that firm's dealing with an unplanned succession event has all of the tools they need to continue to service its customers.

TrueRecruit | TruePerformance | TrueContinuity | TrueMatch

Secure Digital Vault to Store Contacts, Agreements, and Action Plans
Truelytics eValuation Metrics Tied to Vault and Recorded in Ledger at Time of Activation
Mobile and Email Alert Automation to Identified Continuity Contacts


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