TOOLS
The truth is in the analytics
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.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
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