Resources

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2022

• The Intelligent Financial Life™ Takes Center Stage at 2022 Envestnet Advisor Summit
• Envestnet Wraps Advisor Summit, Announces Truelytics Deal
• Transactions: Envestnet acquires business intelligence firm Truelytics
• Envestnet Advisor Summit Highlights “The Intelligent Financial Life"
• Envestnet CEO Opens Summit With New Cloud Tech, Upbeat Vibes
• Connecting the Dots by Acquiring the Right Data with Bill Crager
• Envestnet buys Austin startup, Truelytics

2021

• Truelytics Announced as Finalist for MassChallenge 2022 FinTech Cohort
• Truelytics Selected to RevTech Lab's National Fintech, Insurtech Accelerator
• Truelytics Selected as a Featured Company for the Global Insurance Accelerator 2021 InsurTech Days
• Nassau Financial Group Identifies Truelytics as one of the Top 100 Retiretech Companies
• Truelytics Selected as a Featured Company for the Global Insurance Accelerator 2021 InsurTech Days
• Investopedia Rates Truelytics as the Best Practice Management Software in 2021 for Analytics
• OnRamp Insurance Accelerator Announces 2021 Cohort
• Succession Planning Goes In-House

2020

• COVID-19 throws a curveball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own
• Charity, free advisor services and more: How the industry is stepping up in the coronavirus outbreak
• M&A Loan Requests Spike
• INC Advisors offers Real Time Succession - Valuation Platform
• Truelytics Launches Emergency Continuity Solution Free Of Charge To Clients

2019

• Independent Advisor Alliance Announces Partnership with Truelytics
• How Cetera is preparing for downturn ‘disruption’ | FinancialPlanning
• Cetera Launches Rescue Plan for Exiting Advisors | ThinkAdvisor
• Why Cetera is Pledging to Buy Out Exiting Advisors | Financial Advisor IQ
• ‘There’s a big, big problem’: Unrealistic valuations stifling RIAs' succession plans | Citywire RIA

2018

• These 23 Boston Startups Raised More Than $451M in March
• Truelytics: Empowering Wealth Management through Business Intelligence
• Marty Bicknell: An RIA Shark Tank

2017

• RIA Sellers Need Their Own Zillow
• Advisor Group launches matchmaking service for succession planning
• Advisor Group Launches Succession Plan Platform
• Advisor Group Launches My Succession Plan - A Comprehensive Succession Planning Platform
• FSI partners with Truelytics
• FSI Delivers New Truelytics Business Intel Platform So Members Can Accurately Valuate And Grow Practices
• Quick Takes: Truelytics, A Business Intelligence Application for RIAs
• Over 200 Fintech Startup Finalists To Celebrate Worldwide Fintech Innovation At The Benzinga Global Fintech Awards
• Truelytics Launches Industry’s First Free Comprehensive Advisory Firm Valuation Tool
• Truelytics Launches First Subscription Service to Benchmark and Improve Advisory Firms
• Fintechs producing cheaper, automated firm valuations for advisers

Help Center →

Methodology

• How Do I Set Up Attribution Promotion Messaging?
• How to set up an Enterprise OSJ User?
• How is the Truelytics Score Calculated?
• How are the Potential Impact Amounts Calculated?
• How is the Valuation Model Kept Current?
• How is the Discount Rate Calculated on the Discounted Cash Flow Valuation?

Scorecards

Business Stability

• Firm Structure
• Interim/Emergency Continuity Plan
• % Recurring Revenue
• EBOC / Revenue
• Revenue/AUM (bps)

Client Stability

• Average Client Age
• Client Addition/Departure Rates
• % New Clients from Referrals
• % of AUM with a Next Generation Relationship
• % of AUM in Top 5 Relationship

Enterprise Users

• What is the Difference Between an OSJ user and an Enterprise OSJ user?
• How Do I Setup "Attribution" Cards for my Enterprise?
• How to Limit Which Firms Certain Enterprise Users Can See?
• How to Make an Enterprise User Read-Only?
• What is an Enterprise Super Admin?
• How do I Add, Edit, or Delete Enterprise Users?
• How do I add a Firm?
• How do I Check on a Firm's Progress?
• What are Categories?
• What are Firm Details?
• What is Firm History?

Firm Users

Account Management

• How do I Submit a Support Ticket?
• How do I Update my Name, Firm's Name, Phone, and Website?
• Where do I Update my Password?

Orientation

• What Does the Truelytics Score Mean?
• Will my Firm Sell for my Valuation Amount?
• What Data You Should Gather Before Getting Started
• What Do I Do If I Don't Have Net Revenue Data for 5 Years