Help Center
Go to Truelytics
Scorecards
Methodology
Firm Users
Account Management
Orientation
Firm Details
Print Reports
Enterprise Users
Scorecards
Business Stability
Client Stability
Emergency Continuity
Recruiting
Back to home
Help Center
Scorecards
Methodology
Firm Users
Account Management
Orientation
Firm Details
Print Reports
Enterprise Users
Scorecards
Business Stability
Client Stability
Emergency Continuity
Recruiting
Scorecards
Business Stability
Firm Structure
Interim/Emergency Continuity Plan
% Recurring Revenue
EBOC / Revenue
Revenue/AUM (bps)
See more
Client Stability
Average Client Age
Client Addition/Departure Rates
% New Clients from Referrals
% of AUM with a Next Generation Relationship
% of AUM in Top 5 Relationship
See more
