Pro tools, for
non-professionals.

Why it matters

“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions…”

Marco S

You don't need a degree to use these pro tools

Easily find previously hidden numbers and unlock a set of tools built to help normal, busy people make the most out of their investments.

Vibrant

Explore your holdings like never before with our colorful, zoomable charts.

Educational

If we use an insider term, we'll define it for you then and there.

Revelatory

We dive deep into your data to surface important numbers and save you time.

Convenient

If you're curious about a stock or bond, you don't have to leave to look it up.

Interactive

Our charting lets you tailor your experience to your comfort level.

Painless

Our Plus members can use AI to compose smart advisor comms.

Your investing toolkit should be as protective as possible.

Learn more

Know What You Own And Why You Own It

Organizing

Wealth Management

Inspecting

Organization

Want to keep an eye on your investments? These powerful tools have you covered!

Jan 6, 2025

Wealth Management Process

Performance

Leaks

Wealth Management

Fees

The true cost of investing: how much are you really paying in wealth management fees?

Dec 27, 2024

Asset Management

Wealth Management

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!)

Dec 2, 2024

Advisors

Mutual Funds

Asset Management

Wealth Management

Fees

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

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?

Nov 4, 2024

Transparency

Financial Control System

Advisors

Fairness

Wealth Management

Fees

How to discuss fees with your financial advisor (and strengthen your relationship along the way!)

Nov 1, 2024

Advisors

Wealth Management

Inspecting

Is your financial advisor really working for you? Here’s how to find out

Oct 21, 2024

Organizing

The Map

Wealth Management

How your financial setup shapes your wealth management success

Oct 14, 2024

Transparency

Wealth Management

Why some financial institutions still don’t support aggregation—and what you can do about it

Oct 10, 2024

Transparency

Industry

Wealth Management

The transparency revolution: which financial providers are leading the way?

Oct 10, 2024

Wealth Management

Investment monitoring for clients of top US wealth managers and their advisors

Sep 30, 2024

How To

Asset Management

Wealth Management

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

Aug 27, 2024

Asset Management

Wealth Management

Wealth and asset management, (finally!) explained

Aug 13, 2024

Interest

Borrowing

Lending

Banking

Wealth Management

Fees

Net interest margin (NIM): the secret weapon of financial institutions

Jul 29, 2024

Industry

Wealth Management

U.S. wealth breakdown: who holds the trillions and why should I care?

Jul 22, 2024

Protection

Asset Management

Wealth Management

How investors lose billions every year—and how you can avoid it

Jul 15, 2024

Financial Control System

Wealth Management

The modern consumer of wealth management: Are you in control or just going along for the ride?

Jul 1, 2024

Transparency

Cognitive Biases

Know What You Own And Why You Own It

Wealth Management

Inspecting

Why you avoid checking your investments (and how to fix it)

Jun 13, 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.

features

Services

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.

features

Services

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.

features

Services

Pro tools, for non-professionals.

Pro tools, for non-professionals.

Pro tools, for non-professionals.

You don't need a degree to use these pro tools

You don't need a degree to use these pro tools

Vibrant

Vibrant

Educational

Educational

Revelatory

Revelatory

Convenient

Convenient

Interactive

Interactive

Painless

Painless

Your investing toolkit should be as protective as possible.

Learn more

Want to keep an eye on your investments? These powerful tools have you covered!

Want to keep an eye on your investments? These powerful tools have you covered!

The true cost of investing: how much are you really paying in wealth management fees?

The true cost of investing: how much are you really paying in wealth management fees?

The billion-dollar boom: How wealth & asset managers dominate the financial world

The billion-dollar boom: How wealth & asset managers dominate the financial world

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!)

Revenue sharing: how it works and why it matters for your money

Revenue sharing: how it works and why it matters for your money

Spread revenue: the hidden profit booster

Spread revenue: the hidden profit booster

Where does the money flow in wealth and asset management?

Where does the money flow in wealth and asset management?

How to discuss fees with your financial advisor (and strengthen your relationship along the way!)

How to discuss fees with your financial advisor (and strengthen your relationship along the way!)

Is your financial advisor really working for you? Here’s how to find out

Is your financial advisor really working for you? Here’s how to find out

How your financial setup shapes your wealth management success

How your financial setup shapes your wealth management success

Why some financial institutions still don’t support aggregation—and what you can do about it

Why some financial institutions still don’t support aggregation—and what you can do about it

The transparency revolution: which financial providers are leading the way?

The transparency revolution: which financial providers are leading the way?

Investment monitoring for clients of top US wealth managers and their advisors

Investment monitoring for clients of top US wealth managers and their advisors

Your Financial Control System: 5 easy steps to managing your wealth

Your Financial Control System: 5 easy steps to managing your wealth

How wealth and asset management serve clients

How wealth and asset management serve clients

Wealth and asset management, (finally!) explained

Wealth and asset management, (finally!) explained

Net interest margin (NIM): the secret weapon of financial institutions

Net interest margin (NIM): the secret weapon of financial institutions

U.S. wealth breakdown: who holds the trillions and why should I care?

U.S. wealth breakdown: who holds the trillions and why should I care?

How investors lose billions every year—and how you can avoid it

How investors lose billions every year—and how you can avoid it

The modern consumer of wealth management: Are you in control or just going along for the ride?

The modern consumer of wealth management: Are you in control or just going along for the ride?

Why you avoid checking your investments (and how to fix it)

Why you avoid checking your investments (and how to fix it)

features

Services

features

Services

features

Services

Pro tools, for
non-professionals.

Pro tools, for
non-professionals.

Pro tools, for
non-professionals.