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Wealth Advisor
TrueWealth is an all-inclusive solution allowing wealth advisors to help their investor consume and consolidate the information that is important to them. Covers all platforms including Windows Desktops.
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Early Stage Investors
TruePortfolio allows for all early stage investors an all in one communications platform to keep all their portfolio companies in compliance. A tool like no other to help consolidate information in one place.
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TrueFUND developed to help funds and fund managers with a consolidated platform allowing them to communicate seamlessly with their investors and perspective investors . From mutual funds to venture capital funds we have a solution for each investment vehicle.
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YOUR WORKFORCE IS TALKING TO YOU
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Employees across all domains are using Mobile Devices to be more efficient in the workplace. Today it is more critical than ever based on many studies to provide a turn-key mobile solution in the workplace.
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NATIVE MOBILE VERSUS HTML5
Today native mobile technology allows you to communicate in ways responsive website can not. Native Mobile Apps are not a "nice to have", they are a "must have" today. TrueFinancial's platform covers all your investors and the devices they use.
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Blog Posts
What is the barbell effect? And Why does it Matter?
For many people, this is a term they use at the gym. In the venture industry, it is a metaphor for the many individuals and...
Early Stage Investors Slow Down While StartUps Seek Funding
While not dormant there is a slowdown in the world of Seed and Series A investments. Early stage investors have slowed down pushing startups to...
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