Who are you ?
RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
Enjoy free access to Truelytics’ platform and analytics as an RIA Insider!*
Data that matters, data that you can trust
Truelytics (Truelytics Analytics, LLC) is an independent business intelligence platform to measure advisor performance, empower practice management and benchmark success.
The foundation of Truelytics’ technology is performance data captured across their extensive client portfolio; state-of-the-art key performance indicators; and proprietary investment banking formulas.
The result: the ability for RIA firms to gain deep insight into how you stack up to industry peers and identify growth opportunities.
Business Stability Score
Reflects the structure and operations of your firm
Client Stability Score
Reflects the demographics and turnover of your client base
Market Stability Score
Reflects the amount of market risk inherent in your revenue streams
*Truelytics is not available to RIAs affiliated with a broker-dealer.