Take control of your client data. You have a lot of powerful data scattered throughout your organization and systems. With the PureWealth Client Relationship and Wealth Management system, consolidate this crucial client data and integrate it with your Portfolio Management System to make all of your customer data work to your advantage.
The PureFees fee calculation system simplifies and automates the fee management process so asset managers can effortlessly offer tailored fee schedules to suit all of their clients' needs. Put PureFees' unparalleled speed, flexibility, and reliability to work for you, so you can devote more time to your clients.
Satisfy your clients demands for greater insights into their portfolios by taking advantage of PurePerformance's fast and accurate calculation engine. PurePerformance allows your internal analysts to keep the big picture in mind when analyzing client performance, ensuring that you remain on-track to meet your clients goals. Confidently report GIPS-compliant performance numbers. Use standard valuation methodologies, including Modified Dietz and Daily Valuation.
Perfectly represent your brand and give your clients the individual attention they demand with sophisticated, personalized client statement packages. PureStatements will save you time and money by automating the logistical and operational challenges of client statements.
Efficiently manage your ever-growing book of business with PureModels. Easily build sophisticated models and use them to execute wealth management strategies. Efficiently rebalance all of your portfolios with PureModels, and let it automatically account for all restrictions and exceptions.
PurePortal is a proven platform that will allow you to quickly and confidently offer your clients anytime, anywhere access to their account information via a secure web portal. PurePortal reflects your brand, and it allows you to combine documents and client data into a rich and complete online experience that is personalized for each user.
Learn how PureFees enabled this client to:
- Streamline the fee process
- Save time and money
- Increase revenue
- Simplify reconciliation
Burgundy needed an integrated system that captured all of their transactions, holdings, and client relationship data in one place. This system needed to be scalable - to help with growing volume of data, more user-friendly, and needed to improve efficiency and productivity as Burgundy wanted to grow without increasing employee headcount.Click here to read the Case Study