PureFacts is delighted to announce that Robert Madej, CEO & Founder of PureFacts Investment Solutions, will Chair the Investment Operations stream at the TSAM East Coast Conference in New York on 18 November 2021.
In-Person Conferences Are Back!
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We Calculate, Collect, Distribute, Incentivize and Optimize ALL Your Revenue.
Achieve more with PureFacts – the end-to-end Revenue Platform for Wealth and Asset Managers
Calculate and Collect All Revenues
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Manage Compensation and Affiliation Programs for Maximum Results
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Calculate and Collect All Revenues
All types of fees and revenues - advisor fees, portfolio fees, client fees, mandate fees, distribution charges, transaction fees, planning fees and retainer - are managed on PureFees.
Manage Compensation and Distribution Arrangements for Maximum Results.
Advisors and Distribution Partners are critical to your growth and success. Incentivize, commission and pay them with confidence to drive the right results.
Evaluate and Optimize - Continuously
How are you doing? How could you be doing? What should you do? Examine the drivers, drains and levers across your entire revenue lifecycle.
Over 25 years of reliability and exclusive focus
Modern, powerful tools, with our advanced features for helping you succeeding in your business, backed by decades of proven experience in powering the way you work.
Case Study
Grow revenue with Fees & Billing Solution that reduces costs, increases transparency
A large bank was launching several new fee-based programs for their wealth management division.
Case Study
Wealth management firms love our incentive compensation management software
We have been partners with [PureRewards] since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well.
– Lon Dolber, CEO at American Portfolios
Case Study
Integrating & streamlining fees
A wealth manager wanted to fix their fractured system for reporting fees across various products, accounts and service levels. Here’s how they got everything simplified, streamlined and integrated.
