Unrealized Value: Using the Envestnet Wealth Data Platform and TruePerformance
At Truelytics by Envestnet, we define Unrealized Value as potential increases to an independent financial advisory firm’s Discounted Cash Flow valuation.
At Truelytics by Envestnet, we define Unrealized Value as potential increases to an independent financial advisory firm’s Discounted Cash Flow (DCF) valuation as detailed in our Business, Client, and Revenue scorecards that make up over 50 key performance indicators (KPIs). Read the case study to learn more.