Enterprise Functionality

Stack Rank

Currently, the default enterprise view for any executive or administrator with access is our Stack Rank view. This offers the ability to sort a firm's progress by year, segment firms by category (tags), review a firm's history on the platform, and access firm-level data.

Enterprise Benchmarks

Truelytics Enterprise Benchmarks contain insightful dashboards that cover the following categories:

• Peer Benchmarks
• Segmentation
• Unrealized Value

Each dashboard is geared to provide executives and practice management specialists in enterprises with insights into how the firms in the enterprise are performing overall and where the outlier firms exist in each report.

Peer Benchmarks
In this report, we're rolling up all of the Peer Benchmarks by enterprise and comparing your enterprise averages to the rest of our enterprises.

Segmentation
In this report, we show an Enterprise's average value across all Peer Benchmark items alongside a segmented breakdown of each item.

Unrealized Value
In this report, we're rolling up the unrealized value, as calculated in our eValuation analysis, across all firms associated with a specific enterprise. We report on the total and average both within the enterprise and benchmarked across the industry. 

Administration

Enterprise Super Admins are empowered to accomplish several management tasks, beyond the Stack Rank and Benchmarking views they are able to access:

Add/Edit/Delete Enterprise Users

Create & Assign Categories (Tags)

Once an Enterprise Super Admin is done creating tags, they or any Enterprise Admin may assign those tags to firms in the Stack Rank View. To Search for a specific tag or tags, just click into the Filter by Categories box and either type the name of the Category or select from the drop menu.

Invite/Remove Firms

Enterprise Super Admins are able to invite/remove Firms to their Enterprise whenever they wish. 

Export Data

Enterprise Super Admins are able to export enterprise data and certain algorithmic calculations processed by Truelytics.

Virtuous Cycle

Marketing

Marketing targets prospects based on desirable attributes and engages them with Truelytics preEVAL app

Intake

Recruiters standardizes the data collection and retrieval processes by inviting prospects to apply via the TrueRecruit app

Offer

Finance and Recruiting access prospect data via secure Truelytics enterprise dashboards to analyze opportunities and make informed offers

Practice Analysis

Practice Management works with affiliated firms to continuously improve the health and wellness of their firm via the TruePerformance app

Continuity

Succession Planning ensures firms have all of their continuity assets in one secure location via the TrueContinuity app

Planned Succession

Succession Planning utilizes TrueMatch apps to support advisors planning succession or growth through M&A to find the perfect opportunities

Data

Executives and Front Office personnel leverage data and scorecards collected across populations of prospective and affiliated advisory firms to benchmark and guide strategic decision making