Truelytics is the premier transition management platform that provides financial professionals interested in buying or selling a firm with the valuation tools, assessment models, advice, and anything else a potential buyer or seller may need. FIG and RIA Insurance Solutions have an enterprise agreement with Truelytics so advisors working with us for insurance get access to Truelytics at no cost.

We're proud to offer the industry's first end-to-end digital sales platform that provides financial professionals with product education, analytics, seamless execution, and in-depth business management through a partnership with SIMON Markets' digital platform for wealth management professionals.