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img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=289257fmt=gif" img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=289257fmt=gif" img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=650460321749982ev=PageViewnoscript=1" SOFTWARE PLATFORM OVERVIEW TrueRecruit TruePerformance TrueContinuity TrueMatch NOTABLE FEATURES Data & Benchmarking Enterprise Functionality Security RELEASE NOTES ABOUT PRICING RESOURCES THE MODERN FINANCIAL ADVISOR Articles Podcasts Recruiting Practice Management Succession Planning M&A Valuation PEER BENCHMARK CALCULATOR PRESS COVERAGE KNOWLEDGE BASE CONTACT GET IN TOUCH GET SUPPORT SOFTWARE PLATFORM OVERVIEW TrueRecruit TruePerformance TrueContinuity TrueMatch NOTABLE FEATURES Data & Benchmarking Enterprise Functionality Security RELEASE NOTES ABOUT PRICING RESOURCES THE MODERN FINANCIAL ADVISOR Articles Podcasts Recruiting Practice Management Succession Planning M&A Valuation PEER BENCHMARK CALCULATOR PRESS COVERAGE KNOWLEDGE BASE CONTACT GET IN TOUCH GET SUPPORT Search MenuSOFTWARE PLATFORM OVERVIEW TrueRecruit TruePerformance TrueContinuity TrueMatch NOTABLE FEATURES Data & Benchmarking Enterprise Functionality Security RELEASE NOTES ABOUT PRICING RESOURCES THE MODERN FINANCIAL ADVISOR Articles Podcasts Recruiting Practice Management Succession Planning M&A Valuation PEER BENCHMARK CALCULATOR PRESS COVERAGE KNOWLEDGE BASE CONTACT GET IN TOUCH GET SUPPORT Envestnet | Yodlee Acquires Truelytics Envestnet | Yodlee, the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services , announced its acquisition of Truelytics, the leading Advisor Transition Management platform for the wealth advisory, insurance, and tax industries. Advisor Transition Management Platform Transforming the way the Financial Service Industry 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. The Modern Financial Advisor Podcast The Modern Financial Advisor podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics. Free Peer Benchmark Calculator See How Your Firm Stacks Up Against Your Peers! Imagine a sample size of 8,000+ firms vs. 400. Imagine data that updates in real-time vs. once a year. Imagine a digital dashboard vs. a print report. Your wait is over. By merely providing your firm’s AUM, get over 40 different benchmarks across such areas as Net Revenue, Number of Households, Average Client Age, as well as three valuations calculated by Discounted Cash Flow, Multiple of EBITDA, and Multiple of EBOC...all within seconds! Truelytics used its powerful analytics engine to benchmark over 15,000 SEC-registered RIAs, via their FORM ADV data, to create the largest free directory of its kind. Recruiting With True Recruit , we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers. Practice Management Our True Performance Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments. Succession Planning True Continuity is the Wealth Management industry’s first Emergency Continuity Locker for unplanned succession. True Match offers enterprises matchmaking capabilities to support planned succession. Ideal for Independent Broker- Dealers, Custodians, Asset Managers, OSJs, and Multi-Office RIAs Over 50 Broker-Dealers, Wirehouses, OSJs, Custodians, and Asset Managers rely on us to power their enterprise recruiting, practice management, succession, and benchmarking programs. Over 18,000 independent advisors and RIAs trust Truelytics to inform their business decisions. Advisor Transition Management Platform Apps Between our core True Performance app, data/analytics, and connected applications covering recruiting, continuity, and matchmaking, the Truelytics platform is able to scale across all stages of a financial advisor’s business lifecycle. True Recruit True Recruit helps enterprises identify prospects, standardize the information collection process, and leverage data to inform offers. Learn More → True Performance True Performance Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments. Learn More → True Continuity True Continuity ensures financial advisory firms have all of their continuity assets in one secure location. Learn More → True Match True Match offers Wealth Management enterprises a private or public online marketplace to assist affiliated advisory firms planning succession or growth through M&A to find the perfect opportunity. Learn More → The Modern Financial Advisor Episode 50 Transitioning and Transforming a Wealth Management Firm Stream Now On Headquarters 14425 Falcon Head Blvd Building E, Suite 100 Austin, Texas 78738 Austin | Philadelphia | Barcelona Software TrueRecruit TruePerformance TrueContinuity TrueMatch Data and Benchmarking Enterprise Functionality Security Partners Release Notes About Pricing Resources The Modern Financial Advisor Services Peer Benchmark Calculator Press Coverage Help Center Contact Support End-User Terms of Use Enterprise Authorized User Terms of Service Privacy Policy Drop us a line Copyright © 2022 Truelytics, Inc. All Rights...