The AI-native wealth intelligence platform opens its data layer, giving subscribers and their advisors full inspection and JSON export of unprocessed aggregator data across 18,000+ institutions.
Truthifi's Pure Data module delivers raw financial data transparency to investors and advisors, with record-level inspection and full JSON export across 18,000+ connected institutions monitoring $800M+ in assets.
"When you have nothing to hide, opening the box is easy." — Scott Blandford, CEO and Founder
PRINCETON, NJ, UNITED STATES, December 16, 2025 /EINPresswire.com/ -- Truthifi, the AI-native wealth intelligence platform, today launched Pure Data, a new module that gives subscribers direct access to the raw financial data delivered by its aggregation partners — making it the first portfolio platform to offer complete financial data transparency alongside its own decoded intelligence. While most financial apps display only their interpretation of a user's accounts, Pure Data opens the entire data pipeline, letting investors and the advisors who serve them inspect, verify, and export every record their institutions deliver.
Pure Data adds a dedicated data inspection layer for Monitoring Plus+ ($21/month) subscribers. After each data pull from a connected institution, users access a Pull Details page showing exactly what arrived — organized into four filterable views covering accounts, holdings, transactions, and securities. Every pull is logged with metadata including provider name, aggregator source (Plaid, Yodlee, or ByAllAccounts), date range, and record count. A full JSON export lets users download the complete dataset for personal spreadsheets, compliance review, or independent verification — answering a question investors and advisors increasingly share: how to export investment account data on their own terms.
For financial advisors and wealth managers, Pure Data addresses a persistent challenge in client data aggregation. Advisors working with held-away assets often lack visibility into the raw data behind a client's outside accounts. By giving clients a portable, verifiable data layer, Truthifi creates a shared source of truth that supports better financial planning conversations and strengthens fiduciary transparency. The feature also provides an auditable record of every data pull — useful for compliance documentation and client reporting workflows.
Pure Data joins a growing set of tools inside the Truthifi platform, including Score for portfolio health checks, Explore for investment monitoring across all connected accounts, the TCO Report for total-cost-of-ownership fee analysis, and the AI Decoding Engine for translating raw aggregator feeds into actionable intelligence. Together, these capabilities give investors and advisors a unified lens on portfolio wellness — from raw data to decoded insight.
"Every financial app sits between people and their data. Most never let anyone see what's behind the curtain," said Scott Blandford, CEO and Founder of Truthifi. "Pure Data changes that. You can inspect every record we receive from an institution, see which aggregator delivered it, and download the full dataset as JSON. We built Truthifi without conflicts of interest so we could build features like this — because when you have nothing to hide, opening the box is easy. That's just as valuable for the advisor who needs to see a client's full picture as it is for the investor who wants to verify their own accounts."
"Advisors tell us the hardest part of working with held-away assets is not knowing what data they're actually looking at," said Mike Young, Head of Product at Truthifi. "Pure Data gives both sides of the relationship the same view of the source records. That changes the conversation from 'trust me' to 'look with me' — and that is a better foundation for portfolio analysis and financial planning."
Pure Data arrives as regulators push investment account data portability into the mainstream. The CFPB's Personal Financial Data Rights Rule requires the largest institutions to give consumers control over their personal financial data starting April 2026, and the Financial Data Transparency Act is driving parallel momentum — changes that will reshape how advisors access and work with client financial data. Truthifi's platform currently monitors over $800M+ in assets across 18,000+ institutions, running 100+ wellness checks nightly with bank-grade encryption. Pure Data extends that infrastructure by connecting to the AI Decoding Engine (launched November 2025), which interprets raw data into health scores, fee analysis, and recommendations. Together, the two features give data-driven investors and their advisors full financial data ownership — the source and the intelligence, side by side. Users can explore Truthifi or review available tiers on the monitoring plans page.
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.