AI operating system for investment managers

Deliver exceptional advice.Consistently.

TruFactor brings portfolio intelligence, client workflows and practice operations into one advisor-led system — helping you run efficiently, grow deliberately and deliver better outcomes across every client relationship.

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Meet TruAI

An AI agent that does the work, across every business process

TruAI agents

Automation for every corner of the practice

Run more efficiently

Reduce repetitive portfolio and operational work, so your team can focus where human judgment matters.

Grow more deliberately

Turn your expertise into a clearer, more compelling client experience that helps earn and deepen relationships.

Serve every client better

Bring the same depth of intelligence, preparation and attention to every portfolio — not only the largest ones.

The shift

Exceptional advice shouldn’t depend on 
having more hours in the day. 

As your practice grows, research, portfolio reviews, follow-ups and operational work multiply. TruFactor creates a consistent operating foundation — without taking judgment or control away from you. 

What your week looks like
The manual way
Every client question answered with current book context
Every portfolio reviewed on a disciplined rhythm
Every prospect followed up consistently
Branded reports prepared for each review
Client-facing actions sent only with your approval
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TruFactor
One connected standard across the practice
Advisor-approved actions keep every important decision with you.

Your expertise. Amplified across your entire practice. 

TruFactor Core
Reviews
& reporting
Onboarding
& leads
Data &
reconciliation
Compliance
& audit
Interest rates
Market regime
Client data
Fund flows

Operating intelligence for the practice — rules-based orchestration, advisor-approved actions.

Discipline over prediction

Take control of your book. 
Modernize the business 

One intelligent system carrying the operational load across every business process — clients get better outcomes, and you get your week back.
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Why it matters

Intelligence you feel 
where it counts 

It's not just reclaimed hours. Sharper intelligence behind every decision improves client outcomes; faster, more personal servicing converts more leads and keeps more clients — a practice that feels built this decade.

Better client outcomes

Disciplined, factor-aware monitoring means portfolios stay on plan — not on a shelf until the next review.

Sharper servicing

Answer any client question instantly and turn a review into a sent report before the call ends.

Deeper engagement

Proactive, personalised WhatsApp and email — every client hears from you on a rhythm, not by chance.

Stronger retention

Clients who feel watched over and well-informed stay. TruFactor makes that attention effortless to give.

Win more clients

A crisp, data-backed portfolio review in the first meeting converts more leads — and a visibly modern practice earns more introductions.

A book that scales

Serve more clients at a higher standard without adding headcount — the agent absorbs the operational load.

Integrations

Connected to the rails 
your practice already runs on 

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Every feed. One reconciled book. Nothing re-keyed. 

CAS files, RTA feeds, order rails and market data — synchronized into one structured system with real-time visibility. 

Control & trust

Powerful automation, with you firmly in the chair 

Human-in-the-loop by design

The agent can draft, generate and propose — but every client-facing action waits for your one-click approval. Nothing is sent automatically.

Your book stays yours

A private, authenticated workspace per advisor. Client data is isolated and processed in-region.

India-region AI

TruAI runs on Google Vertex AI in our Mumbai region — your data is stored in India and is never used to train AI models.

Our non-solicitation commitment

TruFactor is a software vendor, not your competitor. We never use your clients' data to source, market to, or sell into our own book — the per-advisor data isolation makes that structural, not just a promise. Your clients are yours.

Start with your book

Make exceptional advice your practice standard. 

See how TruFactor can strengthen your operations, your growth and every client relationship in a 30-minute walkthrough on your book. 

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