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Truthifi’s new Map feature offers a comprehensive visualization of your financial landscape, allowing you to view and organize your wealth by owner, advisor, goal, and more.
How It Works
The Map feature aggregates data from over 18,000 supported institutions, providing a holistic view of your financial assets. By connecting your accounts, you can see your investments and advisors mapped out, offering clarity and insight into your financial relationships.
Main Features
Comprehensive Visualization: See all your financial assets and advisors in one organized map.
Categorization: Organize your wealth by owner, advisor, goal, and other customizable categories.
Security: Truthifi ensures that your data belongs to you, not your broker or any other entity, using the highest level of security to protect your financial information.
Benefits
Enhanced Clarity: Understand the distribution and management of your assets at a glance.
Informed Decision-Making: Identify areas that need attention or adjustment in your financial strategy.
Simplified Management: Easily track and manage your wealth across multiple accounts and advisors.
How to Use It
Sign Up or Log In: Access your Truthifi account.
Connect Your Accounts: Link your financial institutions to Truthifi to aggregate your data.
Explore the Map: Navigate to the Map feature to view your organized financial landscape.
Customize Your View: Organize your wealth by different categories such as owner, advisor, or goal to suit your preferences.
By utilizing Truthifi’s Map feature, you can gain a clearer understanding of your financial situation, leading to more informed and effective wealth management.
Truthifi’s new Map feature offers a comprehensive visualization of your financial landscape, allowing you to view and organize your wealth by owner, advisor, goal, and more.
How It Works
The Map feature aggregates data from over 18,000 supported institutions, providing a holistic view of your financial assets. By connecting your accounts, you can see your investments and advisors mapped out, offering clarity and insight into your financial relationships.
Main Features
Comprehensive Visualization: See all your financial assets and advisors in one organized map.
Categorization: Organize your wealth by owner, advisor, goal, and other customizable categories.
Security: Truthifi ensures that your data belongs to you, not your broker or any other entity, using the highest level of security to protect your financial information.
Benefits
Enhanced Clarity: Understand the distribution and management of your assets at a glance.
Informed Decision-Making: Identify areas that need attention or adjustment in your financial strategy.
Simplified Management: Easily track and manage your wealth across multiple accounts and advisors.
How to Use It
Sign Up or Log In: Access your Truthifi account.
Connect Your Accounts: Link your financial institutions to Truthifi to aggregate your data.
Explore the Map: Navigate to the Map feature to view your organized financial landscape.
Customize Your View: Organize your wealth by different categories such as owner, advisor, or goal to suit your preferences.
By utilizing Truthifi’s Map feature, you can gain a clearer understanding of your financial situation, leading to more informed and effective wealth management.
The smartest money move you can make? Hook it up to AI.
Truthifi® tests your finances for 100+ risks and opportunities—automatically. Unlock plain-English insights that drive smarter financial decisions today.
The smartest money move you can make? Hook it up to AI.
Truthifi® tests your finances for 100+ risks and opportunities—automatically. Unlock plain-English insights that drive smarter financial decisions today.
The smartest money move you can make? Hook it up to AI.
Truthifi® tests your finances for 100+ risks and opportunities—automatically.
Related reading: How do you organize your financial life? (And is it working?) · How to track your investments like a pro (without losing your mind) · Using the Truthifi Wealth Map to manage your investments
About the author
Mike Young is Head of Product at Truthifi, where he leads the platform’s financial intelligence and monitoring tools. Before Truthifi, Mike built digital investment products and experiences at Merrill Lynch, TIAA, JP Morgan, and Vanguard over more than a decade, working alongside advisors and their clients across wealth management, retirement, and institutional platforms. He writes about the structures that shape financial advice — and how investors can understand them clearly.
Reviewed by Scott Blandford, Founder & CEO of Truthifi. Scott has 25+ years in financial services across Fidelity Investments, Merrill Lynch, Bank of America, and TIAA.
Related reading: How do you organize your financial life? (And is it working?) · How to track your investments like a pro (without losing your mind) · Using the Truthifi Wealth Map to manage your investments
About the author
Mike Young is Head of Product at Truthifi, where he leads the platform’s financial intelligence and monitoring tools. Before Truthifi, Mike built digital investment products and experiences at Merrill Lynch, TIAA, JP Morgan, and Vanguard over more than a decade, working alongside advisors and their clients across wealth management, retirement, and institutional platforms. He writes about the structures that shape financial advice — and how investors can understand them clearly.
Reviewed by Scott Blandford, Founder & CEO of Truthifi. Scott has 25+ years in financial services across Fidelity Investments, Merrill Lynch, Bank of America, and TIAA.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
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