Save time with a global statement.

Why it matters

“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

Kim D

Instantly get the numbers you care about

With Truthifi's Statement, you can easily compare the numbers you care about across accounts, advisors, goals and more.

Straightforward

Cut to the chase and see the most important numbers of all, in no time.

Simple

Get the gist of everything in record time with our summary snippets.

Flexible

Easily control the scope of accounts and date range of your Statement.

Familiar

In addition to our new investment tools, you'll find the classics.

Easy to compare

Quickly compare the things that matter in the way that matters most to you.

Detailed

Easily search for specific transactions or securities on your portfolio.

You shouldn't have to juggle statements and dashboards.

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