Truelytics
HQ Address
14425 Falcon Head Blvd, Austin, TX 78738, United States
Website Address
Business introduction
Transforming the way the Wealth Management Discovers Opportunity
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
According to Accenture, $30 trillion of intergenerational wealth is about to exchange hands. Research from Pershing Advisors suggests that the wealth management industry will need to add 237,000 advisors over the next decade just to maintain current levels. We call this The Great Transition. This is why financial advisors need to know the key drivers of their business. It is our mission to help everyone in the Wealth Management Industry to maximize the return they get from either selling, buying, or optimizing their current business.
Truelytics Solutions
Truelytics
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. Completely self-service ... Truelytics is......
