Please check your email from Friday, June 6th, for an email titled “Your Exclusive Invitation!”.
Truelytics by Envestnet recently sent a welcome email to ESI Registered Representatives and Investment Adviser Representatives. Don’t miss out on this opportunity.
Check for this email from Friday, June 6th to get started!
We’re excited to announce that Truelytics is now available — at no cost — to all ESI representatives!
Truelytics is a powerful practice management and business valuation platform designed specifically for financial professionals. Whether you’re seeking operational improvements, aiming for growth, or preparing for succession, Truelytics provides clear, actionable insights into your business.
What Truelytics Offers:
If you’re looking to strengthen, grow, or sure-up your practice for succession, Truelytics is how you do it. With Truelytics, you’ll be able to:
- Business Valuation
– Understand the current value of your practice and how to increase it - Practice Management
– Uncover opportunities to enhance profitability, efficiency, and client segmentation - Benchmarking
– See how your business compares to peers and identify areas for growth - Succession Planning – Access the tools and insights needed to build a successful transition strategy
Get to Know Truelytics
Watch the launch webinar recording. Click here.
Watch the launch webinar recording. Click here.
Getting Started is Simple:
Step 1: Look for a ‘Welcome to Truelytics’ email with login credentials at the end of this week. The email will be sent from Truelytics.
Step 2: Log in and complete the 20-minute (or less!) intake form to activate your personalized dashboard. From there, you’ll gain access to detailed analytics and recommendations tailored to your business.
Already using Truelytics:
The 2024 sales date has been uploaded – and now includes National Life insurance sales for a truly comprehensive view.
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