for financial firms
for financial firms
Our tech & AI make the impossible → possible
Turn your data into an asset. Grow your business, protect your firm, and improve client outcomes at scale.
Turn your data into an asset. Grow your business, protect your firm, and improve client outcomes at scale.
Turn your data into an asset. Grow your business, protect your firm, and improve client outcomes at scale.
We help RIAs, broker-dealers, and banks protect their greatest asset: their customers.
We work with RIAs, broker-dealers and banks. Grow, serve, and protect clients, assets and firms.
We work with RIAs, broker-dealers and banks. Grow, serve, and protect clients, assets and firms.
Contact us to see how our team and our technology can help you compete in an increasingly challenging climate.
Contact us to see how our team and our technology can help you compete in an increasingly challenging climate.
Contact us to see how our team and our technology can help you compete in an increasingly challenging climate.
Prospecting & onboarding: help clients find the best advisor for them
Prospecting & onboarding: help clients find the best advisor for them
Truthifi™ fits seamlessly into the prospecting and proposal generation workflow, allowing your clients to organize their assets, reflect on their current state, and enabling you to build a thoughtful proposal in a safe, private way for clients
Truthifi™ fits seamlessly into the prospecting and proposal generation workflow, allowing your clients to organize their assets, reflect on their current state, and enabling you to build a thoughtful proposal in a safe, private way for clients
Low-cost way to begin client engagement - better than seminars
Clients get their current state organized on their own or with your help
Integrates easily into planning and proposal generation
Low-cost way to begin client engagement - better than seminars
Clients get their current state organized on their own or with your help
Integrates easily into planning and proposal generation
Retention: ensure clients get the service experience they deserve
Retention: ensure clients get the service experience they deserve
Our aggregation technology is superior to the out-of-the-box tools offered by the aggregators. We do the hard work to clean and normalize the data so you can truly offer holistic advice to your clients
Our aggregation technology is superior to the out-of-the-box tools offered by the aggregators. We do the hard work to clean and normalize the data so you can truly offer holistic advice to your clients
World class wealth portal delivers modern, integrated user interface for clients AND advisors
Drop-in replacement for current aggregator user interfaces in your existing wealth portal
Powerful data analytics identify likely attrition before it occurs
World class wealth portal delivers modern, integrated user interface for clients AND advisors
Drop-in replacement for current aggregator user interfaces in your existing wealth portal
Powerful data analytics identify likely attrition before it occurs
Monitoring: catch threats and opportunities before they happen
Monitoring: catch threats and opportunities before they happen
There are problems and opportunities hiding in your business. Truthifi™ offers an easy way to peer into the volumes of client account data and see the Truth so you can help steer your business into safe and growing waters
There are problems and opportunities hiding in your business. Truthifi™ offers an easy way to peer into the volumes of client account data and see the Truth so you can help steer your business into safe and growing waters
Our holistic diagnostics can see problems and opportunities in the data that no one else can
Ensure your business is living up to it's promises
Easily integrates with the rest of your ecosystem
Our holistic diagnostics can see problems and opportunities in the data that no one else can
Ensure your business is living up to it's promises
Easily integrates with the rest of your ecosystem
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.