Transforming The Way The Wealth Management Industry Discovers Opportunity
Core Features
With our connected applications covering recruiting, practice management, continuity, and matchmaking, the Truelytics platform is able to scale across all stages of a financial advisor’s business lifecycle.
TrueRecruit
TrueRecruit helps enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
TrueRecruit
TrueRecruit helps enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
TruePerformance
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.
TrueContinuity
TrueContinuity ensures financial advisory firms have all of their continuity assets in one secure location.
TrueContinuity
TrueContinuity ensures financial advisory firms have all of their continuity assets in one secure location.
TrueMatch
TrueMatch offers Wealth Management enterprises a private online marketplace to assist affiliated advisory firms planning succession or growth through M&A to find the perfect opportunity within network.
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