Practice Valuations
Have you ever wondered how you stacked up against your peers? How about against the market at large? Maybe you're the competitive type, always looking for ways to be the best in the industry. Regardless of what drives you, you will be happy to know that our partner Truelytics are now offering benchmarking.
Truelytics has taken the massive amount of data we collect across all of our members, and they have produced some data science magic. You can benchmark against your peers (those within +/- 25% of your AUM) and the market at large (our entire data set).
Truelytics has taken the massive amount of data we collect across all of our members, and they have produced some data science magic. You can benchmark against your peers (those within +/- 25% of your AUM) and the market at large (our entire data set).
- We have partnered with Truelytics – an industry-leading, state-of-the-art system – to value, benchmark and compare to similar practices
- Access to the only online self-service platform in the wealth management industry, giving you the ability to understand the value of your entire practice
Have you ever wondered how you stacked up against your peers? How about against the market at large? Maybe you're the competitive type, always looking for ways to be the best in the industry. Regardless of what drives you, you will be happy to know that our partner Truelytics are now offering benchmarking.
Truelytics has taken the massive amount of data we collect across all of our members, and they have produced some data science magic. You can benchmark against your peers (those within +/- 25% of your AUM) and the market at large (our entire data set).
Truelytics has taken the massive amount of data we collect across all of our members, and they have produced some data science magic. You can benchmark against your peers (those within +/- 25% of your AUM) and the market at large (our entire data set).
- We have partnered with Truelytics – an industry-leading, state-of-the-art system – to value, benchmark and compare to similar practices
- Access to the only online self-service platform in the wealth management industry, giving you the ability to understand the value of your entire practice