Truth Concepts™ financial software provides you, the advisor, with the software, training and resources that allow you to easily walk your clients through almost any financial scenario.

Community of like-minded financial professsionals

Raves about Truth Concepts™

Complex (and Simple) Financial Scenarios Mastered

Mainstream financial commentary is misdirecting your clients and obscuring the whole truth about money. It’s time to build your confidence in dispelling financial myths and helping your clients meet lifelong objectives.

All-in-One Financial Toolset for Advisors

  • Respond to virtually any question with a mathematical answer that’s relevant to your client’s situation
  • Compare and contrast investments with other investments — or life insurance policies with cash or bonds
  • Measure and show the importance of opportunity costs
  • Reveal how cash flows through, to, and from your client’s assets
  • Demonstrate the impact of taxes and fees on 401(k) plans and other investments
  • Recommend the best solutions for your clients by testing them before you make them
“Truth Concepts™ has given us the tools to educate on concepts that historically we’ve done through our investment ledgers or white board. The software allows us to tell the story, share our concept, and put truth to the numbers.”
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Bryan Repple
“I have become so dependent on my Truth Concepts software that I simply cannot function as a responsible advisor without access to it.”
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Wayne Durksen
“I’m new in the industry so the calculators have been completely priceless to helping me verify for people what the long-term outcomes are for their financial future, depending on where they store their money.”
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Marty Becker

Built by Advisors — for Advisors

Build Stronger Relationships With Clients and Other Financial Advisors.

Access virtual training and in-person conferences such as Truth Training to pick up valuable tips and bounce questions off of other advisors.

Increase Sales With Mathematical Proof and Visualizations That Get Your Clients’ Attention.

Truth Concepts™ 360°

TC360°+ 1 Truth Training

System requirements: Truth Concepts Software REQUIRES Windows Operating System (i.e., Windows XP, Windows 7, Windows 10 or Windows 11).

Mac Users: Most advisors utilize a software based virtual machine to run Windows and our software smoothly on their MACs simultaneously with the MAC OS. Essentially, it allows you to run Windows on your MAC and access our software (or any other Windows based software) with the ability to toggle back and forth between the two operating systems. If you choose to pursue this route, it is recommended that you install the virtual machine software and Windows software first to see how you like it. Parallels ( is the most popular virtual machine used by Truth Concepts licensees who have a MAC. Parallels offer a trial version on their website so you can test it out before purchasing.