Overcome the barriers.
Acquire a competitive edge.
Data aggregation is essential to make more informed business decisions. However, aggregating data is still challenging for many wealth management firms. See how to implement an effective solution and gain a competitive edge.
WHAT WE DO
HOW WE HELP
THE PUREFACTS ADVANTAGE
Over $250 Billion AUM
on our platform
Fees calculated annually
50+ Canadian, US &
2020 WealthTech 100
BLOGS & INSIGHTS
LATEST FROM THE BLOG
Creating opportunities in uncertain times: Year-to-date reflectionsWhile the COVID-19 pandemic has presented immense challenges, it’s also created opportunities for many companies to re-invent themselves. Here are some learnings from our experience. Supporting your clients Given the widespread impact of the pandemic, we were eager to do Read More
One team. One community. Together in well-being.
As we deal with the COVID-19 pandemic, we've been looking to reassure our employees and lend a helping hand to our local...Read More
Tax-efficient retirement income insights: reassuring investors & helping advisors grow AUM
During these challenging times, we’re currently very focused on helping our wealth management clients reassure their clients and provide the best possible...Read More
Wealth firms gain transformative AI benefits with PureFacts acquisition of VennScience
We’re pleased to welcome VennScience, a New Hampshire-based Salesforce consulting firm, to our team. With this acquisition, we immediately improve our AI-based...Read More
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“We recommend PureFacts as a strong partner that will work alongside clients to deliver successful business solutions.”SVP, Head of Operations, Canaccord
“PureFees was implemented on the PureFacts cloud offering. Their cloud environment has been in use daily and enjoyed excellent dependability and availability.”SVP, Head of Operations, Canaccord
“Our implementation was so fast and simple … plus we love the look of our new statements so much, we want to submit them for an award!”Managing Director, Desjardins Wealth Management
“PureFacts helped us craft a fee-based platform that simplifies the life of advisors and contributed largely to our firm’s shift from transactional to fee-based.”Vice President, Wealth Management Solutions, National Bank Financial
“PureFacts has been doing a good job of meeting expectations when delivering new software and their responsiveness towards our IT teams is clearly above average.”Vice President, Wealth Management Solutions, National Bank Financial
“PureFacts’ business analysts really understood our reality and challenges while being always proactive. They’re quick on their feet and do the extra mile to fix accurately any temporary discrepancies with the application.”Vice President, Wealth Management Solutions, National Bank Financial
“PureFacts has proven to be a willing and able partner, working with us to understand our requirements and performing analysis, development and implementation phases to upgrade existing products or install new products.”SVP, Head of Operations, Canaccord Genuity Wealth Management