Join the movement today.

Truthifi™ needs investors like you to help us decode the world’s wealth providers. Request early access today, scan your portfolio, and together, we'll find the truth.

Get early access

Join the movement today.

Truthifi™ needs investors like you to help us decode the world’s wealth providers. Request early access today, scan your portfolio, and together, we'll find the truth.

Get early access

Join the movement today.

Truthifi™ needs investors like you to help us decode the world’s wealth providers. Request early access today, scan your portfolio, and together, we'll find the truth.

Get early access

Our tech & AI make the impossible → possible

Our tech & AI make the impossible → possible

Our tech & AI make the impossible → possible

Turn your data into an asset. Grow your business, protect your firm, and improve client outcomes at scale.

Turn your data into an asset. Grow your business, protect your firm, and improve client outcomes at scale.

We help RIAs, broker-dealers, and banks protect their greatest asset: their customers.

We work with RIAs, broker-dealers and banks. Grow, serve, and protect clients, assets and firms.

We work with RIAs, broker-dealers and banks. Grow, serve, and protect clients, assets and firms.

Contact us to see how our team and our technology can help you compete in an increasingly challenging climate

Contact us to see how our team and our technology can help you compete in an increasingly challenging climate

Prospecting & onboarding: help clients find the best advisor for them

Truthifi™ fits seamlessly into the prospecting and proposal generation workflow to allow clients to organize their assets, reflect on their current state and allow you to build a thoughtful proposal in a safe, private way for clients

Truthifi™ fits seamlessly into the prospecting and proposal generation workflow to allow clients to organize their assets, reflect on their current state and allow you to build a thoughtful proposal in a safe, private way for clients

Truthifi™ fits seamlessly into the prospecting and proposal generation workflow to allow clients to organize their assets, reflect on their current state and allow you to build a thoughtful proposal in a safe, private way for clients

  • Low-cost way to begin client engagement - better than seminars

  • Clients get their current state organized on their own or with your help

  • Integrates easily into planning and proposal generation

  • Low-cost way to begin client engagement - better than seminars

  • Clients get their current state organized on their own or with your help

  • Integrates easily into planning and proposal generation

  • Low-cost way to begin client engagement - better than seminars

  • Clients get their current state organized on their own or with your help

  • Integrates easily into planning and proposal generation

Retention: ensure clients get the service experience they deserve

Our aggregation technology is superior to the out-of-the-box tools offered by the aggregators. We do the hard work to clean and normalize the data so you can truly offer holistic advice to your clients

Our aggregation technology is superior to the out-of-the-box tools offered by the aggregators. We do the hard work to clean and normalize the data so you can truly offer holistic advice to your clients

Our aggregation technology is superior to the out-of-the-box tools offered by the aggregators. We do the hard work to clean and normalize the data so you can truly offer holistic advice to your clients

  • World class wealth portal delivers modern, integrated user interface for clients AND advisors

  • Drop-in replacement for current aggregator user interfaces in your existing wealth portal

  • Powerful data analytics identify likely attrition before it occurs

  • World class wealth portal delivers modern, integrated user interface for clients AND advisors

  • Drop-in replacement for current aggregator user interfaces in your existing wealth portal

  • Powerful data analytics identify likely attrition before it occurs

  • World class wealth portal delivers modern, integrated user interface for clients AND advisors

  • Drop-in replacement for current aggregator user interfaces in your existing wealth portal

  • Powerful data analytics identify likely attrition before it occurs

Monitoring: catch threats and opportunities before they happen

There are problems and opportunities hiding in your business. Truthifi™ offers an easy way to peer into the volumes of client account data and see the Truth so you can help steer your business into safe and growing waters

There are problems and opportunities hiding in your business. Truthifi™ offers an easy way to peer into the volumes of client account data and see the Truth so you can help steer your business into safe and growing waters

There are problems and opportunities hiding in your business. Truthifi™ offers an easy way to peer into the volumes of client account data and see the Truth so you can help steer your business into safe and growing waters

  • Our holistic diagnostics can see problems and opportunities in the data that no one else can

  • Ensure your business is living up to it's promises

  • Easily integrates with the rest of your ecosystem

  • Our holistic diagnostics can see problems and opportunities in the data that no one else can

  • Ensure your business is living up to it's promises

  • Easily integrates with the rest of your ecosystem

  • Our holistic diagnostics can see problems and opportunities in the data that no one else can

  • Ensure your business is living up to it's promises

  • Easily integrates with the rest of your ecosystem

Truthifi™ is the world’s first investment monitoring system, for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2024 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring system, for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2024 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring system, for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2024 Truthifi, Inc. All Rights Reserved.