Maximize practice value
FS Thrive: Practice management
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.