Truelytics By Envestnet 14425 Falcon Head Boulevard, Austin, TX 78738
About the Business
Truelytics By Envestnet, located at 14425 Falcon Head Boulevard in Austin, Texas, is a cutting-edge institution that offers the leading Advisor Transition Management platform for the wealth advisory, insurance, and tax industries. Powered by Envestnet | Yodlee, this platform is designed to help enterprises attract, grow, and retain advisory businesses while reducing transition costs. With a data-driven system and real-time updates, Truelytics provides over 40 benchmarks for firms, including valuations calculated by Discounted Cash Flow and Multiple of EBITDA.
The Modern Financial Advisor podcast, hosted by Truelytics, shares insights and data to help financial advisors increase the value of their businesses. The institution's powerful analytics engine has benchmarked over 15,000 SEC-registered RIAs to create a free directory. TrueRecruit helps enterprises identify prospects, while TruePerformance Indices and KPIs offer a business health record for practice management. TrueContinuity provides emergency succession planning, while TrueMatch offers matchmaking capabilities for planned succession.
With over 50 Broker-Dealers, Wirehouses, and Asset Managers relying on their services, Truelytics is trusted by over 18,000 independent advisors and RIAs for business decisions. Whether it's recruiting, practice management, succession planning, or benchmarking, Truelytics By Envestnet is the go-to institution for transforming and transitioning wealth management firms.
Photos
Location & Phone number
14425 Falcon Head Blvd Building E Suite 100, Austin, TX 78738, United States
Hours open
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have called 5 times to talk to sales. No reponse! Greg Franklin"
"Truelytics Advisor Transition Management platform was vital in helping me to assess the health and wellness of my financial advisory firm. Before working with them, I was just guessing. Truelytics also offered me timely insights on how to maximize my firm's valuation. One thing that I had thought was a strength was actually hurting me and I didn't know it until they brought it up. Finally, the solution is really seemless across the life cycle of an independent financial advisory firm."
"In our process of valuing financial practices we are faced with the task of coming up with an effective means to determining the most accurate methodology. Truelytics platform offers the most detailed analysis of the true value of a financial advisors practice. No other platform has the level of detailed intelligent inputs. Advisors have a tendency to inflate their business simply using revenue as the sole data point. It's not that simple and Truelytics provides clarity."
"Truelytics has been a great strategic partner for The Resource Group. In addition to great software they have tremendous people with excellent experience in succession planning!!"
"Great product and a great service! Highly recommend!"
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