Cambridge is offering Truelytics to its advisors to benchmark their business, with reliable data regarding business stability, client stability, and market stability, plus the evaluation of the advisor’s business.

Cambridge Announces Truelytics


June 3, 2019


Cambridge is offering a new complimentary resource available to all Cambridge advisors. Truelytics is a leading business intelligence platform designed to measure advisor performance, empower practice management, and benchmark success. This platform focuses on key areas of the advisor’s business to enable them to benchmark performance against other Cambridge advisors and advisors in the marketplace. Truelytics utilizes data you can trust and what matters most to provide a Business Stability, a Client Stability, and a Market Stability score. This market-leading tool will also provide the ability to benchmark the value of your practice based on its unique characteristics.


An advisor’s independent firm has many priorities in which resources such as a firm scorecard, a benchmark report, or a valuation may be beneficial. Understanding their long-term interests is key to maximizing their business efforts and its respective valuation. With this new resource, Cambridge advisors will have the ability to personally model different numbers and scenarios for their individual business by entering data into the Truelytics program. An eValuation report will be created to help identify strategies to improve value – and leverage benchmarks to set priorities, identify ways to improve business stability and productivity, prepare for an acquisition, develop individual continuity plans, and/or plan for future succession planning.

Cambridge provides leading consulting services and tools necessary to grow and/or maximize the value of an advisor’s business. Cambridge’s consulting teams include Business Consulting, Practice Management, Succession and Acquisition Solutions, and Tech Consulting. An advisor’s success is our success.


Contact a Business Development Director


Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.


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