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Truelytics’ Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.
The core component of Truelytics’ Advisor Transition Management Platform is a growing database of independent financial advisory firm books of business (i.e., details around the firm’s ownership, staff, clients, processes, revenue, and expenses.) This data allows Truelytics to generate over 50 KPIs related to the firm’s business, client, and revenue stability. TruePerformance Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments.
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