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.
Learn more
How to track your investments like a pro (without losing your mind)
How to track your investments like a pro (without losing your mind)
Apr 11, 2025
Near retirement? Here’s how to keep your investments safe and growing
Near retirement? Here’s how to keep your investments safe and growing
Dec 20, 2024
The hidden reasons investors lose money—and the fix that works
The hidden reasons investors lose money—and the fix that works
Oct 28, 2024
How your financial setup shapes your wealth management success
How your financial setup shapes your wealth management success
Oct 14, 2024
Is your robo-advisor doing what it’s supposed to be doing?
Is your robo-advisor doing what it’s supposed to be doing?
Sep 26, 2024
Using the Truthifi Wealth Map to manage your investments
Using the Truthifi Wealth Map to manage your investments
Sep 23, 2024
Groundbreaking Wealth Map feature launched!
Groundbreaking Wealth Map feature launched!
Sep 16, 2024
How do you organize your financial life? (And is it working?)
How do you organize your financial life? (And is it working?)
May 7, 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.