Wealth management and asset management, explained

Advanced data processing engine delivers institutional-grade analytics and real-time insights across 18,000+ institutions for investors and advisors managing $350M+ in assets

PRINCETON, NJ, UNITED STATES, June 10, 2025 /EINPresswire.com/ -- Truthifi, the world's first investment monitoring app, today announced the launch of the next-generation Truthifi Financial Health Agent, an AI-powered investment intelligence platform that transforms how investors and advisors access, analyze, and act on financial data. This sophisticated infrastructure processes information from 18,000+ financial institutions—including Vanguard, Fidelity, Charles Schwab, Merrill Lynch, Morgan Stanley, TD Ameritrade, and E*TRADE—delivering institutional-quality insights with consumer-grade simplicity while maintaining military-grade AES-256 encryption and sub-second response times.

The next-generation Truthifi Financial Health Agent represents a fundamental evolution in financial technology, combining comprehensive institutional coverage, real-time data processing, advanced reconciliation accuracy, and enterprise-grade reliability into a unified platform that serves both individual investors seeking clarity and advisory practices building scalable client experiences. Processing over $350 million in assets, the platform democratizes sophisticated analytical capabilities previously available only to ultra-high-net-worth clients while providing advisors with the infrastructure to deliver exceptional service at scale. As the best Mint replacement for investment tracking, the platform goes far beyond basic account aggregation to deliver institutional-grade stock portfolio tracking, ETF tracking, and comprehensive investment monitoring across all asset classes including crypto portfolio tracking.

"We're witnessing an extraordinary moment where technology can finally deliver on the promise of universal financial intelligence," said Scott Blandford, CEO of Truthifi. "The next-generation Financial Health Agent represents our vision for how investment data should work—comprehensive enough to capture your complete financial picture across any institution, fast enough to provide real-time insights when you need them, smart enough to surface what matters most, and reliable enough to build your financial life around. This isn't incremental improvement—it's the foundation for a new era of financial clarity and empowerment."

The next-generation Financial Health Agent delivers transformative capabilities through four core dimensions that redefine investment intelligence infrastructure. Unprecedented breadth of institutional coverage spanning 18,000+ data sources enables complete portfolio visibility regardless of where accounts are held, from major wirehouses like Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo Advisors to independent custodians including Fidelity, Charles Schwab, TD Ameritrade, and E*TRADE, regional broker-dealers such as Raymond James, Edward Jones, LPL Financial, and Ameriprise Financial, and modern platforms like Robinhood, Wealthfront and Betterment. The platform seamlessly integrates data from traditional brokerage accounts, workplace retirement plans, IRAs and Roth IRAs, health savings accounts, trust accounts, and alternative investments, creating unified visibility across the entire financial ecosystem.

Lightning-fast processing infrastructure transforms raw financial data into actionable intelligence in real-time. The platform processes and decodes millions of transactions nightly from custodians and financial institutions, ingests position updates throughout trading hours, normalizes security identifiers across custodian formats, reconciles pricing from multiple market sources, processes corporate actions including splits and dividends, and delivers instant analytical insights across complete portfolios. Investors checking their portfolios during market hours see current positions and values, while advisors accessing client data receive immediate updates reflecting the latest market conditions and account changes. The system maintains this speed while processing millions of data points daily, ensuring that scale never compromises performance.

Sophisticated accuracy through advanced reconciliation ensures data integrity across complex multi-custodian portfolios. Intelligent algorithms detect and flag pricing discrepancies, identify missing positions based on transaction history, reconcile cash balances accounting for settlements, validate security classifications through multiple sources, and surface data quality issues requiring attention. Machine learning continuously improves reconciliation by learning from correction patterns, identifying custodian-specific characteristics, and predicting potential errors before they impact analysis. This commitment to accuracy means investors and advisors can trust the data driving their financial decisions.

Enterprise-grade reliability provides the foundation for building financial lives and advisory practices around Truthifi's platform. Distributed infrastructure maintains 99.9% uptime through redundant systems, processes continuous data updates without service interruptions, recovers gracefully from custodian outages, scales seamlessly as portfolios and practices grow, and provides transparent system status monitoring. Military-grade encryption protects data at rest and in transit, read-only connections prevent unauthorized transactions, comprehensive audit logging tracks all activities, and institutional-grade security standards ensure client information remains protected.

"The most exciting aspect of the next-generation Financial Health Agent is how it enables entirely new possibilities for investors and advisors," Blandford explained. "When you can trust that your complete financial picture is accurate, current, and accessible instantly, you make fundamentally better decisions. Investors gain the confidence to ask bigger questions about their financial futures. Advisors can focus on strategy and relationships rather than data reconciliation. The entire wealth management ecosystem becomes more efficient, more transparent, and more effective at serving people's real financial goals."

The platform processes complex investment structures that traditional aggregation systems and free portfolio trackers struggle to handle accurately. Multi-custodian portfolios with coordinated strategies appear unified rather than fragmented, enabling holistic analysis and decision-making. The stock tracker and stock market tracker capabilities exceed those of platforms like Yahoo Finance portfolio tracker by providing deeper analytics and real-time reconciliation across all holdings. Alternative investments with irregular valuations integrate seamlessly with liquid holdings. Multi-currency positions convert automatically for consolidated reporting. The crypto portfolio tracker functionality handles digital assets alongside traditional securities for complete portfolio visibility. Options and derivatives appear with appropriate position tracking and valuation. Concentrated positions, including those tracked by investors following strategies like the Nancy Pelosi stock tracker approach, receive appropriate treatment in portfolio analysis. The sophistication enables analysis of virtually any portfolio structure while maintaining intuitive accessibility.

Multi-dimensional categorization reveals insights hidden in traditional account-level analysis. The system organizes holdings by asset class, sector, geography, investment strategy, account type, and custom frameworks simultaneously, enabling investors to understand their portfolios from multiple analytical perspectives. Performance tracking shows returns across different portfolio dimensions, comparative metrics reveal relative performance against benchmarks, and factor analysis identifies sources of portfolio returns. This institutional-quality analysis becomes accessible to any investor through intuitive visualizations and plain-language explanations.

"Technology should amplify human potential, not replace human judgment," Blandford noted. "The next-generation Financial Health Agent gives investors the tools to be genuine partners in their financial planning and provides advisors with infrastructure that showcases their expertise. When both parties have access to complete, accurate, real-time information, conversations naturally evolve from basic status updates to strategic planning about what's possible."

The platform serves diverse user needs through flexible deployment. Individual investors gain comprehensive stock portfolio tracking and ETF tracker capabilities across all accounts, enabling informed decision-making about allocation, costs, and advisor value. The free portfolio tracker functionality provides institutional-grade analytics without compromising on features, making it the premier alternative for users seeking the best Mint replacement for investment monitoring. Financial advisors access client portfolios through integrated views that streamline service delivery, enhance communication, and demonstrate value clearly. RIA firms and broker-dealers can leverage the infrastructure for enterprise-wide analytics, compliance monitoring, and practice management. The stock market tracker capabilities extend from individual equity positions to complete portfolio analysis, supporting investors following any strategy from passive indexing to active stock selection. The platform scales from individual investors with straightforward portfolios to advisory practices managing hundreds of complex client relationships.

Unlike platforms that compromise on coverage, speed, accuracy, or reliability to optimize for specific use cases, the next-generation Financial Health Agent refuses to sacrifice any dimension of excellence. The comprehensive approach recognizes that financial intelligence requires simultaneous optimization across all critical factors—breadth enables completeness, speed enables relevance, accuracy enables trust, and reliability enables dependence.

The platform's infrastructure currently processes data for over $350 million in assets across 18,000+ supported financial institutions, maintaining read-only data connections that ensure maximum security without compromising analytical capabilities. The next-generation Financial Health Agent seamlessly integrates with accounts at major institutions including Vanguard, Fidelity Investments, Charles Schwab, Merrill Lynch, Morgan Stanley, TD Ameritrade, E*TRADE, Interactive Brokers, Goldman Sachs, UBS, Wells Fargo Advisors, JPMorgan Chase, Bank of America, as well as platforms like Robinhood, Wealthfront and Betterment.

Early users of the next-generation platform report transformative improvements in financial clarity and decision-making confidence. Investors appreciate seeing their complete financial picture unified for the first time, while advisors value infrastructure that eliminates manual reconciliation and enables focus on high-value client relationships. The combination of comprehensive coverage, real-time processing, and institutional-grade analytics creates experiences previously unavailable at any price point.

"We're building the future of financial intelligence—a world where complete transparency is universal, where sophisticated analysis is accessible to everyone, and where technology strengthens rather than replaces human relationships," concluded Blandford. "The next-generation Financial Health Agent represents a significant milestone in that journey. This platform demonstrates what becomes possible when you refuse to compromise on breadth, speed, accuracy, or reliability, and when you build technology that serves the genuine interests of investors and advisors rather than platform revenue. This is how we create sustainable value for everyone in the wealth management ecosystem."

About Truthifi

Truthifi is a cutting-edge financial technology company dedicated to empowering individual investors and financial advisors with innovative tools that simplify portfolio management, enhance financial transparency, and drive smarter investment decisions. Through enterprise-grade, data-driven solutions, Truthifi is revolutionizing the way investors and advisors interact with wealth. Currently processing over $350 million in assets across 18,000+ supported institutions with military-grade security, Truthifi serves investors who want clarity, advisors who want distinction, and an industry that needs trust. The company is headquartered in Princeton, New Jersey.

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