The first end-to-end data-driven platform to help wealth advisory, insurance, and tax enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
TrueRecruit
Recruiting | Finance | Marketing
TruePerformance
Practice Management
TrueContinuity
Succession Planning
TrueMatch
Succession Planning
Truelytics Data & Benchmarking
Executives | Data Scientists | Trade Media
Truelytics Enterprise Functionality
Executives | System Administrators
Truelytics Security
System Administrators | IT | Legal
“I subscribe to the concept of “what gets measured gets done” so for any advisor focused on organic growth having a mechanism to understand how they can effectively drive enterprise value by leveraging a mechanism that captures the quality of earnings and the sustainability of the revenues is critical. Truelytics offers that very mechanism.”
Adam Antoniades CEO, Cetera
Trusted by Amazing Companies
Product Release Notes
Let's Change How Transitions are Managed!
Most wealth management enterprises lack the tools, technologies, advice, and resources to adequately recruit, grow, and retain affiliated financial advisory firms. With your help, we can change that and remove the friction associated with transitions.
