--- title: "Truthifi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Truthifi Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10039179/Truthifi/" page_type: "product" language: "en" --- # Truthifi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 25, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Truthifi ## What is Truthifi? Truthifi is wealth monitoring solution that helps businesses track portfolios for risk, fees, concentration, and strategy alignment. It aggregates data from financial institutions to provide a centralized view of accounts and investments. AI-powered monitoring continuously checks for issues, such as rising costs, asset drift, and exposure changes. The platform offers analytical tools and visualizations for performance metrics, allocation breakdowns, and fee structures. An AI agent answers financial questions and translates account data into wellness insights. Truthifi connects to institutions via encrypted, read-only access and repairs data to address gaps or errors. Designed to complement financial advisors, Truthifi provides ongoing monitoring between meetings, running automatic wellness checks and updating account data without manual input. Bank-grade security ensures user data remains protected throughout the process. ## What is Truthifi used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $79.99 Flat Rate, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Truthifi?[Manage this product listing](https://www.g2.com/products/truthifi/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Truthifi 0.0 VS. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $79.99 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (26,641) Value For Money 0.0 (0) Value For Money 3.9 (20,480) Customer Service 0.0 (0) Customer Service 3.8 (20,738) ## Truthifi alternatives [4.4 (69)](https://www.capterra.com/p/111334/TEMENOS-T24/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.9 (17)](https://www.capterra.com/p/10021163/Flagright/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,663)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Verifast AI](https://www.capterra.com/p/241121/Rentify/) [4.7 (12)](https://www.capterra.com/p/241121/Rentify/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/241121/Rentify/) ## FAQs about Truthifi Overview ### What company size and specific industries is Truthifi built for? Truthifi is designed for financial advisors, wealth management firms, 401(k) professionals, fintech companies, and investors with complex portfolios. It fits businesses and professionals in financial services and investment management that need support for portfolio analysis, retirement planning, and related advisory workflows. Features and Usability ### What are the key features of Truthifi? Truthifi offers API access, activity dashboards, and data management for financial workflows. Its core capabilities include debt management, enterprise risk management, market risk management, and risk assessment, along with portfolio analysis, portfolio management, liquidity analysis, and rate of return analysis. Reporting & analytics cover financial risk reporting, income & balance sheet data, and performance metrics. Pricing ### How much does it cost and what fees or limitations are included? Truthifi starts at $79.99 per year for the Monitoring plan, with Monitoring Plus+ priced at $249.99 per year. A free trial is available. The Monitoring plan includes 100+ premium wellness diagnostics, 24/7 monitoring, and free account and advisor additions, while Plus+ adds early feature access and white glove support. Getting Started and Support ### What training and onboarding options does Truthifi offer? Truthifi provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does Truthifi offer? Truthifi provides email/help desk support, FAQ/forum access, and chat. These channels give users a mix of self-service help and direct contact for questions or issues. No reviewer feedback is available here, so support experience details such as response speed or helpfulness cannot be described. ## Features AI summary Based on 338 Hedge Fund reviews Capterra data shows that buyers of Financial Risk Management software rank the following features as their top priorities: - **Financial Risk Reporting** (**51%** of reviewers rated this feature as critical) - **Risk Assessment** (**39%**) - **Risk Analysis** (**35%**) Truthifi supports all three of the features reviewers value most: **Financial Risk Reporting**, **Risk Assessment**, and **Risk Analysis**. Together, these capabilities help businesses monitor exposure, evaluate potential threats, and turn risk data into clearer decisions, allowing teams to respond faster and manage financial risk with more confidence. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Data Management Ability to handle large datasets Debt Management Manage budgeting and financial planning operations to control and eliminate debt Financial Risk Reporting Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Truthifi 13 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Data Management: Ability to handle large datasets - Debt Management: Manage budgeting and financial planning operations to control and eliminate debt - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10039179/Truthifi/pricing/) Monitoring $79.99 Flat Rate,Per Year It includes: - 24/7 Monitoring - AI Answers - 100+ Premium Wellness Diagnostics - Bank-Grade AES-256 Encryption Security - Continuous Updates And Checks On Portfolio Health - Monitoring Of Risk, Fees, Concentration, And Drift - Connection To 18,000+ Financial Institutions - Read-Only Connections, No Data Sold - Ability To Add Accounts And Financial Advisors For Free Monitoring Plus+ $249.99 Flat Rate,Per Year It includes: - Early access to new features - White glove support Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.