A simple, focused, all-in-one hub.
A simple, focused, all-in-one hub.
A simple, focused, all-in-one hub.
“If you want to know how much you are paying in fees or you have multiple brokerage accounts, then Truthifi is perfect for you…”
“If you want to know how much you are paying in fees or you have multiple brokerage accounts, then Truthifi is perfect for you…”
TS
Ted S
You don't need more metrics—you need better ones.
You don't need more metrics—you need better ones.
Truthifi's Dashboard makes it easy for you to know what needs your attention—and ignore what doesn't.
Truthifi's Dashboard makes it easy for you to know what needs your attention—and ignore what doesn't.
Universal
Universal
Rest assured that everything is being monitored from your Dashboard.
Rest assured that everything is being monitored from your Dashboard.
Customizable
Customizable
Choose to track your net worth—or just your linked investments.
Choose to track your net worth—or just your linked investments.
Long-term
Long-term
Keep track of your long-term growth right from your Dashboard.
Keep track of your long-term growth right from your Dashboard.
Time-saving
Time-saving
Get the important numbers quickly in your What Happened tile.
Get the important numbers quickly in your What Happened tile.
Human-first
Human-first
Start your visit by asking your top-of-mind questions.
Start your visit by asking your top-of-mind questions.
High-level
High-level
Bypass all the numbers and get right to the analysis with your Score.
Bypass all the numbers and get right to the analysis with your Score.
Building generational wealth should be straightforward and simple.
Building generational wealth should be straightforward and simple.
Building generational wealth should be straightforward and simple.
Learn more
Asset Management
Wealth Management
The billion-dollar boom: How wealth & asset managers dominate the financial world
The billion-dollar boom: How wealth & asset managers dominate the financial world
Dec 9, 2024
Investments
Asset Management
Wealth Management
The ultimate outcomes of wealth and asset management (and why they matter more than ever!)
The ultimate outcomes of wealth and asset management (and why they matter more than ever!)
Dec 2, 2024
Advisors
Mutual Funds
Asset Management
Wealth Management
Fees
Revenue sharing: how it works and why it matters for your money
Revenue sharing: how it works and why it matters for your money
Nov 18, 2024
Asset Management
Wealth Management
Fees
Spread revenue: the hidden profit booster
Spread revenue: the hidden profit booster
Nov 11, 2024
Know What You Own And Why You Own It
Asset Management
Wealth Management
Fees
Where does the money flow in wealth and asset management?
Where does the money flow in wealth and asset management?
Nov 4, 2024
Know What You Own And Why You Own It
Investments
Mutual Funds
Asset Management
Fees
Learn how mutual fund share classes actually work
Learn how mutual fund share classes actually work
Sep 9, 2024
How To
Asset Management
Wealth Management
Your Financial Control System: 5 easy steps to managing your wealth
Your Financial Control System: 5 easy steps to managing your wealth
Sep 2, 2024
Asset Management
Wealth Management
How wealth and asset management serve clients
How wealth and asset management serve clients
Aug 27, 2024
Asset Management
Wealth Management
Wealth and asset management, (finally!) explained
Wealth and asset management, (finally!) explained
Aug 13, 2024
Protection
Asset Management
Wealth Management
How investors lose billions every year—and how you can avoid it
How investors lose billions every year—and how you can avoid it
Jul 15, 2024
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.