AI-native investment monitoring platform connects portfolio wellness checks to common next steps, helping investors know what questions to ask their financial advisor and have more informed conversations.
New Actions module links financial health score findings to 100+ common improvement steps across 12 categories — giving investors the context they need for smarter portfolio analysis on a platform monitoring $800M+
"We didn't build a scorecard. We built a guide." — Scott Blandford
PRINCETON, NJ, UNITED STATES, October 15, 2025 /EINPresswire.com/ -- Truthifi, the AI-native wealth intelligence platform, today launched Actions — a new module that links the platform's investment monitoring and portfolio wellness checks to over 100 common financial improvement steps across 12 categories. Rather than just tracking data, Actions shows users what other investors typically do when their financial health score surfaces a finding — bridging a long-standing gap between awareness and informed action, and helping investors know what questions to ask before their next advisor conversation.
Many investors want to know how to improve their investment portfolio — they just don't know where to start or what questions to ask their financial advisor. Actions helps by pairing each monitoring finding with the steps investors often take in similar situations. A user with a financial health score of 72 doesn't just see the number — they see the kinds of actions that frequently lead to improvement, ranked by relevance to their specific portfolio. Someone with above-average advisory fees sees what others usually explore when addressing costs. Someone sitting on idle cash sees the options others often consider.
The module functions as a portfolio health check tool that catches issues investors may not even know they have — from idle cash drag on their portfolio to concentration risk in a single sector. Actions also surfaces hidden fees eroding long-term returns, highlights tax-efficient investing strategies routinely left on the table, and flags allocation drift that quietly increases risk. For users trying to understand how to reduce fund expenses, Actions ties their actual portfolio analysis to the context they need — helping them arrive at their next advisor conversation with sharper questions, all drawn securely from 18,000+ supported financial institutions.
"Telling someone their financial health score is 72 doesn't help if they don't know what to ask about next. Actions ties together your monitoring data, common next steps, and the context you need to have a smarter conversation with your advisor or make a more informed decision on your own. We didn't build a scorecard. We built a guide," said Scott Blandford, CEO and Founder of Truthifi.
Because Actions is woven into the full Truthifi platform, users benefit from a seamless path between insight and informed action. A fee finding in the Total Cost of Ownership Report leads to common fee-related steps. A performance gap flagged by Benchmarking points to relevant improvement strategies. The AI Agent can help users explore any action conversationally. And cross-links throughout the module tie into Score, Map, Explore, and the Document Vault — so the data and context behind every suggestion is always one click away.
"The gap we kept hearing about from users wasn't information — it was knowing what to do with it," said Mike Young, Head of Product at Truthifi. "People could see their scores, their fees, their portfolio risk assessment. What they couldn't see was what questions to ask a financial advisor, what steps others commonly take, or how to bring those insights into a productive conversation. Actions closes that loop."
Actions arrives as demand grows for financial planning tools that go beyond passive tracking. Industry surveys consistently show that investors want context and guidance, not just dashboards — yet no widely available wealth management tool pairs a financial health assessment with the common next steps people take. Truthifi's approach links each monitoring finding to relevant actions, covering everything from how to fix portfolio concentration risk to how to put idle cash to work. The full Actions module is available now to all Monitoring and Monitoring Plus+ Truthifi subscribers at no additional cost.
About Truthifi
Truthifi is an AI-native wealth intelligence platform that connects to 18,000+ financial institutions to give investors and advisors a complete, unbiased picture of their financial health. The platform runs 100+ wellness checks nightly, monitoring over $800M in assets with bank-grade encryption. Founded in Princeton, NJ, Truthifi serves investors who want clarity, advisors who want distinction, and an industry that needs trust — building the financial intelligence infrastructure for the agentic era. Learn more or check your financial health score.
Connect with Truthifi: LinkedIn: linkedin.com/company/truthifi Website: truthifi.com
Media Contact: Mike Young Truthifi, Inc. +1 609-751-0501 mike@truthifi.com truthifi.com
Truthifi™ and the Truthifi logo are trademarks of Truthifi, Inc. All other trademarks are the property of their respective owners.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.