Your client’s goal tradeoffs, revealed
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.
Adds client details
To get started, simply enter a client's name, email and estimated net worth.
Plays quick game
Your client clicks an email link and plays a short, intuitive game.