Groundbreaking Wealth Map feature launched!

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

1. Sign Up or Log In: Access your Truthifi account.

   
   

2. Connect Your Accounts: Link your financial institutions to Truthifi to aggregate your data.

   
   

3. Explore the Map: Navigate to the Map feature to view your organized financial landscape.

   
   

4. 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.