Maximize practice value
FS Thrive: Practice management
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Truelytics is a leading business intelligence platform for wealth management enterprises focused on practice valuation, business continuity and advisor transitions. FS Investments has partnered with Truelytics to deliver a practice benchmarking workshop to advisors and RIAs to help them maximize practice value.
FS Investments offers access to two programs through Truelytics: A custom peer benchmark report and a comprehensive practice valuation report. Both programs come with access to Truelytics valuation experts and support team.