In keeping with Envestnet's strategy to further connect its ecosystem by creating transformative progress for advisors and their clients, the company announces its acquisition of Truelytics, an Advisor Transition Management platform and the first end-to-end data-driven system to help wealth management and insurance enterprises attract, grow, and retain advisory businesses, while also reducing the costs related to advisor transitions. The Truelytics platform combines Envestnet data, analytics, and wealth technology to further support advisors across the ecosystem.
Truelytics (Acquired by Envestnet)
软件开发
Austin，TX 1,051 位关注者
Transforming the way the wealth management industry discovers opportunity.
关于我们
Truelytics is the leading business intelligence platform to measure advisor performance, empower practice management, and benchmark success. Our software focuses financial advisors and practice managers 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.
- 网站
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https://www.truelytics.com
Truelytics (Acquired by Envestnet)的外部链接
- 所属行业
- 软件开发
- 规模
- 2-10 人
- 总部
- Austin，TX
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Business Intelligence、Financial Advisory Business Practice Management、Financial Advisory Business Buy Side Insights和Financial Advisory Business Sell Side Optimization
地点
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主要
获取路线
14425 Falcon Head Blvd
Building E, Suite 100
US，TX，Austin，78738