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 TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.
With over 18,000 independent financial advisory firm's in our database, Truelytics is the industry standard when it comes to assessing the health and wellness of practices in transition or preparing for transition.
Adopted by top wealth management enterprises: