Envestnet | Yodlee, the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, announced its acquisition of Truelytics, the leading Advisor Transition Management platform for the wealth advisory, insurance, and tax industries.
Advisor Transition Management Platform
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, grow, and retain advisory businesses while also reducing the costs related to transitions.
The Modern Financial Advisor podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.
Free Peer Benchmark Calculator
Imagine a sample size of 8,000+ firms vs. 400. Imagine data that updates in real-time vs. once a year. Imagine a digital dashboard vs. a print report. Your wait is over. By merely providing your firm's AUM, get over 40 different benchmarks across such areas as Net Revenue, Number of Households, Average Client Age, as well as three valuations calculated by Discounted Cash Flow, Multiple of EBITDA, and Multiple of EBOC...all within seconds!
Truelytics used its powerful analytics engine to benchmark over 15,000 SEC-registered RIAs, via their FORM ADV data, to create the largest free directory of its kind.
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.
TrueContinuity is the Wealth Management industry's first Emergency Continuity Locker for unplanned succession. TrueMatch offers enterprises matchmaking capabilities to support planned succession.
