If you've been following our product updates for the last year (and you should, 'cuz they're awesome!), you'll know that we've been rapidly evolving our platform, adding new modules and new features monthly (and blogging about it slightly less frequently). We're able to keep this pace because of some behind-the-scenes magic. Today, we're going to give you a sneak peak behind the curtain to introduce some exciting new features.
Back in September, we rolled out a new Peer Group Benchmarks experience that has been very well received by our users. At the same time, we soft launched our new public-facing database for RIAs called RIAbase that offers a similar peer group experience. And now, we're releasing a brand new experience called Enterprise Peer Benchmarks for our enterprise customers.
Enterprise Peer Group Benchmarks work the same as Firm Peer Group Benchmarks, except we compare at an enterprise-by-enterprise basis. We take each enterprise customer, create a prototypical (i.e. average) firm from all their data, and then compare that firm to each of our other enterprises' prototypical firm.
We were able to deliver this bit of magic in just a few days because of a few uniquely Truelytics reasons:
Moving forward, we plan to expose another bit of magic that already exists in the platform, but is just not visible on the frontend: custom peer benchmarks and custom data filtering. Only want RIAs 50-250M? Want Dually Registered firms in a 50 mile radius? Want firms with a B+ Business Stability Grade with at least 3 owners? All of that is already possible; the filters just need to be added to the application. Want to see that sooner than later? Let us know!
In just over a year, we've gone from having a single module (TruePerformance) to introducing the other three cornerstones of the Advisor Transition Management (ATM) Platform: TrueContinuity, TrueRecruit, and TrueMatch. These expansions to our platform came with their share of complications that caused us to rethink a few other features. Peppered in with our main module releases, we put out many supporting releases that enhanced the user experience to help accommodate these massive expansions to our toolset.
Today, we're releasing yet another one of those supporting features: our Unified Dashboard.
The Unified Dashboard is a new homepage experience in our app that gives you jumping off points into our other modules. Now that we have firms coming in with varying goals (i.e., not just filling out our TruePerformance intake), we needed a new experience to help welcome our users into the platform and to send them in the right direction based on their current needs and goals.
The Unified Dashboard was made possible with very little effort (less than a week from idea to implementation) because of all the behind-the-scenes magic we've been building in the past few releases.
Business Objectives are a way for a firm to tell us what specific goal they'd like to focus on right now in their day-to-day running of their business. By setting their primary business objective, we can generate a custom task list specifically tailored to meet each business objective, and we can point them to resources that will target that specific goal.
Behind the scenes, what makes this feature so special and impactful going forward is its dynamic nature. In this first release, our team can go in, add new business objectives for our users, and manipulate the most important tasks (Steps 1-3 shown above) and give them priority and sequence. But this is just the beginning for this feature! In the future, we plan to:
And there you have it! Three fantastic new features that will be launching in a few days thanks to our development team's efforts in March.
As always, if you think there’s something that you’d like to see, please feel free to reach out and let us know.
These Stories on Product Release Notes
Austin | Philadelphia | Barcelona