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SOFTWARE
PLATFORM OVERVIEW
TruePerformance
TrueContinuity
TrueMatch
NOTABLE FEATURES
Data & Benchmarking
Enterprise Functionality
Security
RELEASE NOTES
ABOUT
PRICING
RESOURCES
THE MODERN FINANCIAL ADVISOR
Articles
Podcasts
Recruiting
Practice Management
Succession Planning
M&A
Valuation
PEER BENCHMARK CALCULATOR
PRESS COVERAGE
KNOWLEDGE BASE
CONTACT
GET IN TOUCH
GET SUPPORT
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SOFTWARE
PLATFORM OVERVIEW
TruePerformance
TrueContinuity
TrueMatch
NOTABLE FEATURES
Data & Benchmarking
Enterprise Functionality
Security
RELEASE NOTES
ABOUT
PRICING
RESOURCES
THE MODERN FINANCIAL ADVISOR
Articles
Podcasts
Recruiting
Practice Management
Succession Planning
M&A
Valuation
PEER BENCHMARK CALCULATOR
PRESS COVERAGE
KNOWLEDGE BASE
CONTACT
GET IN TOUCH
GET SUPPORT
Kevin Gulley
VP Product of Truelytics, Inc.
All stories by Kevin
Other Authors
Carla McCabe
(47)
Eli Gassert
(14)
George Macallister
(7)
Jeremi Karnell
(153)
Kevin Connor
(8)
Kevin Gulley
(11)
Lawrence Gennari
(1)
Mike Langford
(84)
Tim Smith
(1)
Succession Planning
Introducing TrueContinuity - Emergency Business Continuity for Financial Advisory Firms
Kevin Gulley
|
Mar 18, 2020
|
10 min read
Continuity Planning
Introducing Truelytics 3.0
Kevin Gulley
|
Mar 16, 2020
|
6 min read
Product Release Notes
Truelytics 2.9.1
Kevin Gulley
|
Nov 21, 2019
|
5 min read
Product Release Notes
Truelytics 2.9
Kevin Gulley
|
Oct 3, 2019
|
8 min read
Product Release Notes
Truelytics 2.8
Kevin Gulley
|
Jun 4, 2019
|
6 min read
Product Release Notes
Truelytics 2.6
Kevin Gulley
|
Mar 6, 2019
|
4 min read
Product Release Notes
Truelytics 2.5
Kevin Gulley
|
Jan 6, 2019
|
4 min read
Technology
Essential Blockchain Tools Financial Advisors Should Be Using in 2018
Kevin Gulley
|
Dec 18, 2017
|
2 min read
Industry Trends
FinTech - An Industry Trend to Watch Now
Kevin Gulley
|
Nov 13, 2017
|
3 min read
See More