About TrueContinuity
TrueContinuity is a data-driven software platform from Truelytics that supports wealth management professionals. It provides portfolio management, performance tracking, and reporting tools so professionals can make informed decisions. TrueContinuity integrates with existing systems to centralize data and improve the user use. Additionally, it offers analytics to evaluate investment strategies and client portfolios effectively. Key capabilities: portfolio management performance tracking reporting tools data integration analytics Best for: wealth management professionals that need to analyze and manage client investments.
TrueContinuity Details
Vendor
Truelytics
Year Launched
2016
Location
Austin, Texas
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English
Users
Administrators, Risk Managers, IT Professionals, Business Continuity Planners, Emergency Response Team Members.
Industries Served
Primarily serves financial advisory firms, helping them manage continuity plans and emergency preparedness.
Tags
Business continuity, financial advisory, emergency planning, succession planning, disaster recovery.
TrueContinuity's In-App Market Place
Does TrueContinuity have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Centralizes critical business information for emergencies.
- Simplifies continuity and succession planning.
- Integrated within a broader financial advisory suite.
- Enhances organizational readiness and risk management.
- User-friendly interface tailored to professional needs.
- Limited to Truelytics-supported ecosystems.
- Primarily designed for financial services, reducing versatility.
- Details on pricing and additional features are not transparent.
- May require significant initial data setup.
TrueContinuity's Support Options
Email Address
info@truelytics.comContact
+1 833-312-1777