The Truth Is In The Analytics

Truelytics is the business intelligence platform for Financial Advisors who want to strengthen, benchmark, and value their practice.

Continuous Practice Improvement

Our tools combine real industry experience and big data that allows Financial Advisors to strengthen, benchmark, and value their practice.

Strengthen

Harness the power of the industry’s top consultants packaged into technology you can utilize daily.

Benchmark

Gain deep insight in how you stack up to industry peers and identify areas of opportunity.

Value

Take the guesswork out of determining the market value of your firm. Know for sure in minutes.

Practice Optimization At Your Finger Tips

Any measurement of practice value should focus on the unique factors that make every firm different.

Truelytics answers CRITICAL QUESTIONS about your firm by recognizing the relationship between your core asset—your clients—and the value of your business. Success is measured where it is created—at the client level.

Explore Features

Truelytics is your dashboard to success!

Harness the power of the industry’s top consultants packaged into technology you can utilize daily.

Truelytics is the only online self-service platform in the industry that gives you the ability to understand the value of your entire practice including earnings contributions and the key strengths and weaknesses that are driving your business. Monitor financial, demographic, and practice management characteristics contributing to your success.

Truelytics helps you perfect the art of practice management.

Our suite of eValuation Index™ models were developed by the industry’s most prominent thought leaders in response to the significant challenges facing practitioners who are trying to accurately measure their success, plan for succession, and improve the bottom line. We start with comprehensive, technology-driven valuation metrics that go well beyond outdated valuation rules of thumb to measure value where it is truly created: at the client relationship.

Advisor Level Detail

See the present value, five-year projected cash flows, and client count forecasts for each of your advisors.

Contribution Analysis

Measure and monitor every aspect of advisor contribution to performance.

A framework for success.

Using our technology and industry guidance as the framework for success, both Buyers, Sellers and Successors will gain confidence in the negotiation process. Sellers will benefit financially and emotionally 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 make transactions more effective.

Truelytics ranks your practice across business, market, and client stability factors.

The foundation of our technology is based on data gleaned from tens of thousands of actual (“blind”) advisor tax returns; state of the art Key Performance Indicators; and multiple Investment Banking formulas. The results: Data that Matters™, data you can trust.

Business Stability Score

Reflects the structure and operations of your firm.

Client Stability Score

Reflects the demographics and turnover of your client base.

Market Stability Score

Reflects the amount of market risk inherent in your revenue streams.

Your Privacy is Our Top Concern

Our most important asset is our relationship to you. Your personal information will never be shared with a third party and your data is secure.

We Take Your Security Seriously

Our platform uses 128–bit SSL encryption—the same security that the best Global Banks use. All data and transactions are protected by COMODO.

Get Started Today!

Take the first step in making better, data-driven decisions.

$0

Free

  • Truelytics' Score
  • Firm eValuation Indices
  • 30 Day Trial
Subscribe

$1,075

Pay Annually

  • Truelytics Score
  • Advisor eValuation with 4 Industry Accepted Models
  • Firm eValuation & Scorecard
  • Over 40 KPI's Highlighting Firm Risk and Upside
  • Benchmarking Against Industry Peers
  • Insight Into Business, Client and Market Stability
  • Personalized Dashboard
  • 12 Month Contract
Subscribe

$99

Pay Monthly

  • Truelytics Score
  • Advisor eValuation with 4 Industry Accepted Models
  • Firm eValuation & Scorecard
  • Over 40 KPI's Highlighting Firm Risk and Upside
  • Benchmarking Against Industry Peers
  • Insight Into Business, Client and Market Stability
  • Personalized Dashboard
  • 12 Month Contract
Subscribe

CALL US
Questions about our tools and platform? Please call us to get started.

(800) 834-7494

REQUEST A DEMO
Whether you’re a sole practitioner, a multi-advisory business, or an institutional client, we’ll help you make more informed decisions.

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What our users are saying

Find out why our users keep using Truelytics

I use truelytics as the Fitbit for my business. Like my Fitbit, the first step is put a system or process in place for you to see the metrics of your firm on an ongoing basis.

Raef LeeSEI Advisor Network

As the head of OSJ with 25 advisors and $800M in AUM, I have found the truelytics eValuation Index™ tool to be extremely helpful for both valuation and business analysis. There is nothing like it in the marketplace.

Kevin SupkaLPL Financial

We are currently acquiring Advisory Practices, truelytics provides us with a simple, yet thorough report to assess an advisor’s practice.

Sean BerginIronview Capital Management