Log In

QR Code

Leave Your Review

Share This Page

Geolocating...

Directions

Truelytics (Acquired by Envestnet)

Description
  • Posted 10 months ago

Truelytics is the leading business intelligence platform to measure advisor performance, empower practice management, and benchmark success.

Our software focuses financial advisors and practice managers on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI both internally as well as against the marketplace.

Reviews And Comments

What people are saying?

0%

Not Rated Yet


This business is awaiting reviews.
Why don't you share your experience and thoughts?