Your client’s goal tradeoffs, revealed
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Most clients are not truly dialed into their goal priorities. With TrueProfile, take your clients on a self-discovery journey.
Allow them to sort their top priorities and make tradeoffs through an engaging and intuitive experience.
Show your value add with confidence
With TrueProfile's precision insights, you can show how your client's funding plan is personalized for their goal priorities.
Advisor
Adds client details
To get started, simply enter a client's name, email and estimated net worth.
Client
Plays quick game
Your client clicks an email link and plays a short, intuitive game.
Advisor
Gets profile and makes investment recommendations
Use your client's combined goal and risk profile to generate a funding plan and personalize investment recommendations.
Be informed
TrueProfile reveals not only what you should know, but how confident you can be in what the client shared.
Be connected
Help clients understand what their true goal priorities are in just a few clicks.
