Their end-to-end data-driven platform helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions. Truelytics provides actionable business insights and key performance indicators to analyze the business and recruiting side of advisory and insurance firms. Their software empowers financial advisors and practice managers to focus on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI both internally as well as against the marketplace.