Life is simpler with the Score.

Why it matters

“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing.”

Mike M

Instantly reveal strengths & weaknesses

Each time we run a scan of your investment data, we search for 65+ proprietary red flags. We summarize the results in your Score.

Simple

The Score helps you know when it's time to focus—and on what.

Weighted

Not all findings are equally important, so we tell you which are most critical.

Smart

We search for 65+ proprietary red flags in your portfolio so you don't have to.

Detailed

Easily learn more about anything detected in your portfolio—just click.

Organized

If you care more about performance than fees, filter your findings that way.

Trackable

See how your score fluctuates as you make more informed choices.

You should be able to cut to the chase, then get back to what matters.

Learn more

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

Know What You Own And Why You Own It

Investments

Mutual Funds

Asset Management

Fees

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

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

Protection

Asset Management

Wealth Management

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.

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