Turn prospecting into trust-building
Truthifi® streamlines the way advisors connect with new clients — seamlessly fitting into your prospecting and proposal workflows. It helps clients privately organize their assets, reflect on their financial situation, and engage in meaningful planning conversations from the start.
Deliver personalized, data-backed proposals with confidence — faster, safer, and at a fraction of the cost of traditional seminars. Whether clients organize their information on their own or with your guidance, Truthifi makes onboarding simple, secure, and built on trust.
Retention through real insight
Deliver the service experience your clients deserve with Truthifi’s next-generation aggregation technology. Unlike generic data tools, Truthifi cleans and normalizes information behind the scenes — giving advisors and clients a truly holistic view of their wealth.
Our world-class wealth portal unites advisors and clients in a seamless, modern interface — a drop-in replacement that enhances your existing systems. With powerful analytics that detect early signs of attrition, Truthifi helps you stay proactive, deepen relationships, and retain more clients effortlessly.
See what other dashboards miss
Hidden in your client data are the signals that shape your business — risks emerging, opportunities forming. Truthifi™ turns complex account data into clear, actionable insight, helping you steer with confidence toward growth and stability.
Our holistic diagnostics reveal what other tools can’t — from early warning signs to untapped potential — ensuring your business consistently delivers on its promises. Fully integrated with your existing ecosystem, Truthifi empowers you to anticipate, act, and lead with clarity.