Truelytics

Truelytics Inc., (a Delaware C Corporation) is a software as a service (SAAS) platform with its own proprietary and to be acquired intellectual property/technology. Truelytics provides a comprehensive and tested practice valuation tool as well as a robust platform for Continuous Practice Improvement, with planned proprietary tools compliance, succession planning, operational efficiencies and value creation. Driven by the industry's most powerful financial benchmarking data, Truelytics will deliver tools and compliance capabilities in an intuitive user experience that helps firms grow. Customer Problem: The financial services industry is changing rapidly and advisors of all sizes and in most markets face challenges of business succession planning, legal and compliance costs and industry consolidation and competition. Advisors struggle to find the knowledge they need to make sound decisions, both to protect their practices and also to expand and grow.