Are your financial firms working together—or just working?
When your advisors, brokers, and platforms work in harmony, your financial strategy hits the right notes. Truthifi helps make that possible.
Truthifi Editors
Published
Jun 30, 2025
3 min
Here’s a question that can change the way you see your finances:
Are all the firms you work with really working together to meet your goals?
Most investors today have multiple accounts across multiple firms:
A 401(k) at Fidelity
A Roth IRA at Vanguard
A brokerage account at Schwab
A robo-advisor like Betterment
Maybe a financial advisor through Merrill or Edward Jones
Individually, these relationships may all be performing well. But together?
That’s where things can fall through the cracks.
Let’s back up: do you know what success actually looks like for you?
Before you can evaluate whether your firms are working in sync, you have to ask:
What am I trying to accomplish with my money?
It could be:
Long-term growth
Reducing portfolio risk
Increasing retirement readiness
Lowering investment fees or advisor fees
Gaining peace of mind through transparency
Whatever your goals, alignment matters—and Truthifi helps you find it.
Why coordination is the new competitive advantage
Here’s the reality: financial complexity has grown.
Investors today are juggling:
Multiple platforms
Multiple strategies
Multiple fee structures
Without coordination, it’s easy to lose sight of:
Where fees are coming from
What’s performing well (or not)
Where portfolio risk is duplicated
And even when no one is doing anything wrong—you still might not be fully optimized.
That’s where Truthifi steps in.
Truthifi is your command center for financial alignment
Truthifi is built for modern investors who want clarity, not clutter.
It’s an investment monitoring platform that brings everything into view:
Track investments across every account
Understand advisor fees and investment fees
Evaluate index fund performance and mutual fund pricing
Measure progress toward retirement readiness
Spot duplicated portfolio risk
It's the best portfolio tracker for coordination, clarity, and control.
Truthifi connects with nearly every major firm
Let’s take a look at the depth of coverage.
🧠 Full-service wealth managers
Truthifi integrates with over 40 top firms, including:
Morgan Stanley, Merrill, UBS, Wells Fargo Advisors, Edward Jones, Raymond James, J.P. Morgan Private Bank, Goldman Sachs Private Wealth, Rockefeller, Citi Private Bank, RBC Wealth Management, Ameriprise, Stifel, Baird, Janney Montgomery Scott, Bessemer Trust, SEI, Mercer Advisors, Moneta Group, Captrust, Glenmede, Ballentine Partners, Beacon Pointe, Halbert Hargrove, Creative Planning, Plancorp, Aspiriant, Northern Trust, Evercore, Signature Bank Wealth, Homrich Berg, Cresset Capital, Tiedemann Advisors, Boston Private, Silvercrest, Brighton Jones, EP Wealth Advisors, Wealthspire, Parallel Advisors, Cerity Partners, Wetherby Asset Management, Brown Advisory, Lido Advisors.
💼 Discount brokers and trading platforms
Truthifi supports:
Fidelity, Schwab, Vanguard, TD Ameritrade, E*TRADE, Robinhood, SoFi Invest, Ally Invest, M1 Finance, Webull, Public, Tastytrade, Firstrade, Zacks Trade, TradeStation, Dough, Merrill Edge, WellsTrade, Interactive Brokers, TIAA Brokerage, USAA, Comerica Securities, Axos Invest, SogoTrade, Charles Schwab Intelligent Portfolios, HSBC InvestDirect, J.P. Morgan Self-Directed Investing, Santander Investment Services, BBVA Investments, Barclays Smart Investor, RBC Direct Investing, Scotia iTRADE, National Bank Direct Brokerage, CIBC Investor's Edge, Motif (legacy), Ally Invest Managed Portfolios, Desjardins Online Brokerage, NBDB, ING Direct (now Capital One Investing), Acorns Early, Questrade.
🤖 Robo-advisors and fintechs
Truthifi works with:
Betterment, Wealthfront, Empower, Ellevest, Titan, Acorns, Marcus Invest, Fidelity Go, Schwab Intelligent Portfolios, Merrill Guided Investing, Q.ai, Composer, UNest, Greenlight, Stash, Harness Wealth, Round, Masterworks, Vise, Savvy Wealth, Moka, Nest Wealth, Zacks Advantage, SoFi Automated Investing, Ally Robo Portfolios, Wealthsimple, FutureAdvisor, Twine, Sagewell, Stackwell, Atomic Invest, Finch Money, Axos Invest Managed Portfolios, Aspiration, Bloom, Round, Titan Invest, Tally, Landa, Grifin, HappyNest.
🚀 Retirement plans and employer-sponsored accounts
Truthifi syncs with:
Fidelity NetBenefits, Vanguard Institutional, Empower, Schwab Workplace, John Hancock, T. Rowe Price, Transamerica, Principal, MassMutual, Betterment for Business, Voya, TIAA, Lincoln Financial, Guideline, ADP, Ascensus, Human Interest, Nationwide, Mutual of Omaha, Securian, Paychex, Ameritas, OneAmerica, Newport Group, The Standard, Slavic401k, PenServ, Matrix Trust, Ubiquity, SEI 401(k) Solutions, Wells Fargo Institutional Retirement, Charles Schwab PCRA, Mercer Wise 401(k), Lincoln Director, Benefit Trust Company, Millennium Trust, PrimePay Retirement, Retirement Alliance, EGPS, CUNA Mutual Retirement, American Funds PlanPremier, John Hancock Group Annuity.
And yes—you can track investments in multiple 401(k)s too.
Want to get more out of your financial advisor?
Truthifi helps you:
Benchmark your advisor performance
Understand fee structures
Strengthen financial trust
Spot opportunities and risks
Already working with the best advisor for you? Perfect. Truthifi supports that.
Thinking about whether it’s time to find a new financial advisor? We can help you compare.
Either way, you get more clarity, more confidence, and more control.
You don’t need to consolidate—you just need insight
Truthifi gives you visibility without requiring you to move anything.
It’s how savvy investors:
Monitor index fund performance
Track fees
Compare providers
Coordinate strategies
Protect investments
Want outside validation? Here’s a retirement checklist from AARP and Morningstar’s guide to finding the best financial advisors.
Ready to see how well your financial firms work—together?
Here’s what you get with Truthifi:
Best portfolio tracker for real-world coordination
Clean investment monitoring across firms
Smart insights that align to your goals
Get your free Truthifi Score and see how all your financial relationships are performing—together.
Read next from the Truthifi Blog
Here’s a question that can change the way you see your finances:
Are all the firms you work with really working together to meet your goals?
Most investors today have multiple accounts across multiple firms:
A 401(k) at Fidelity
A Roth IRA at Vanguard
A brokerage account at Schwab
A robo-advisor like Betterment
Maybe a financial advisor through Merrill or Edward Jones
Individually, these relationships may all be performing well. But together?
That’s where things can fall through the cracks.
Let’s back up: do you know what success actually looks like for you?
Before you can evaluate whether your firms are working in sync, you have to ask:
What am I trying to accomplish with my money?
It could be:
Long-term growth
Reducing portfolio risk
Increasing retirement readiness
Lowering investment fees or advisor fees
Gaining peace of mind through transparency
Whatever your goals, alignment matters—and Truthifi helps you find it.
Why coordination is the new competitive advantage
Here’s the reality: financial complexity has grown.
Investors today are juggling:
Multiple platforms
Multiple strategies
Multiple fee structures
Without coordination, it’s easy to lose sight of:
Where fees are coming from
What’s performing well (or not)
Where portfolio risk is duplicated
And even when no one is doing anything wrong—you still might not be fully optimized.
That’s where Truthifi steps in.
Truthifi is your command center for financial alignment
Truthifi is built for modern investors who want clarity, not clutter.
It’s an investment monitoring platform that brings everything into view:
Track investments across every account
Understand advisor fees and investment fees
Evaluate index fund performance and mutual fund pricing
Measure progress toward retirement readiness
Spot duplicated portfolio risk
It's the best portfolio tracker for coordination, clarity, and control.
Truthifi connects with nearly every major firm
Let’s take a look at the depth of coverage.
🧠 Full-service wealth managers
Truthifi integrates with over 40 top firms, including:
Morgan Stanley, Merrill, UBS, Wells Fargo Advisors, Edward Jones, Raymond James, J.P. Morgan Private Bank, Goldman Sachs Private Wealth, Rockefeller, Citi Private Bank, RBC Wealth Management, Ameriprise, Stifel, Baird, Janney Montgomery Scott, Bessemer Trust, SEI, Mercer Advisors, Moneta Group, Captrust, Glenmede, Ballentine Partners, Beacon Pointe, Halbert Hargrove, Creative Planning, Plancorp, Aspiriant, Northern Trust, Evercore, Signature Bank Wealth, Homrich Berg, Cresset Capital, Tiedemann Advisors, Boston Private, Silvercrest, Brighton Jones, EP Wealth Advisors, Wealthspire, Parallel Advisors, Cerity Partners, Wetherby Asset Management, Brown Advisory, Lido Advisors.
💼 Discount brokers and trading platforms
Truthifi supports:
Fidelity, Schwab, Vanguard, TD Ameritrade, E*TRADE, Robinhood, SoFi Invest, Ally Invest, M1 Finance, Webull, Public, Tastytrade, Firstrade, Zacks Trade, TradeStation, Dough, Merrill Edge, WellsTrade, Interactive Brokers, TIAA Brokerage, USAA, Comerica Securities, Axos Invest, SogoTrade, Charles Schwab Intelligent Portfolios, HSBC InvestDirect, J.P. Morgan Self-Directed Investing, Santander Investment Services, BBVA Investments, Barclays Smart Investor, RBC Direct Investing, Scotia iTRADE, National Bank Direct Brokerage, CIBC Investor's Edge, Motif (legacy), Ally Invest Managed Portfolios, Desjardins Online Brokerage, NBDB, ING Direct (now Capital One Investing), Acorns Early, Questrade.
🤖 Robo-advisors and fintechs
Truthifi works with:
Betterment, Wealthfront, Empower, Ellevest, Titan, Acorns, Marcus Invest, Fidelity Go, Schwab Intelligent Portfolios, Merrill Guided Investing, Q.ai, Composer, UNest, Greenlight, Stash, Harness Wealth, Round, Masterworks, Vise, Savvy Wealth, Moka, Nest Wealth, Zacks Advantage, SoFi Automated Investing, Ally Robo Portfolios, Wealthsimple, FutureAdvisor, Twine, Sagewell, Stackwell, Atomic Invest, Finch Money, Axos Invest Managed Portfolios, Aspiration, Bloom, Round, Titan Invest, Tally, Landa, Grifin, HappyNest.
🚀 Retirement plans and employer-sponsored accounts
Truthifi syncs with:
Fidelity NetBenefits, Vanguard Institutional, Empower, Schwab Workplace, John Hancock, T. Rowe Price, Transamerica, Principal, MassMutual, Betterment for Business, Voya, TIAA, Lincoln Financial, Guideline, ADP, Ascensus, Human Interest, Nationwide, Mutual of Omaha, Securian, Paychex, Ameritas, OneAmerica, Newport Group, The Standard, Slavic401k, PenServ, Matrix Trust, Ubiquity, SEI 401(k) Solutions, Wells Fargo Institutional Retirement, Charles Schwab PCRA, Mercer Wise 401(k), Lincoln Director, Benefit Trust Company, Millennium Trust, PrimePay Retirement, Retirement Alliance, EGPS, CUNA Mutual Retirement, American Funds PlanPremier, John Hancock Group Annuity.
And yes—you can track investments in multiple 401(k)s too.
Want to get more out of your financial advisor?
Truthifi helps you:
Benchmark your advisor performance
Understand fee structures
Strengthen financial trust
Spot opportunities and risks
Already working with the best advisor for you? Perfect. Truthifi supports that.
Thinking about whether it’s time to find a new financial advisor? We can help you compare.
Either way, you get more clarity, more confidence, and more control.
You don’t need to consolidate—you just need insight
Truthifi gives you visibility without requiring you to move anything.
It’s how savvy investors:
Monitor index fund performance
Track fees
Compare providers
Coordinate strategies
Protect investments
Want outside validation? Here’s a retirement checklist from AARP and Morningstar’s guide to finding the best financial advisors.
Ready to see how well your financial firms work—together?
Here’s what you get with Truthifi:
Best portfolio tracker for real-world coordination
Clean investment monitoring across firms
Smart insights that align to your goals
Get your free Truthifi Score and see how all your financial relationships are performing—together.
Read next from the Truthifi Blog
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.