Our PureFacts Solutions
Helping your firm increase productivity, reduce costs and create an enhanced journey for your customer. You build wealth. We build solutions.
Frustrated trying to manage fees with various exceptions and numerous fee schedules? TRY THIS
PureWealth Enterprise Platform
Seven modular solutions configured just for you.
Want to boost your client engagement through digital? TRY THIS
Wealth Consulting
Optimize your operations and improve the customer journey.
Strategic
Consulting
Research
& Training
Customer
Experience
Tired of spending hours to create personalized reports for clients? TRY THIS
Our Purpose
Empowering wealth management firms to help investors achieve their goals.
What wealth firms say about us
"We view PureFacts as a partner in supporting our Wealth Management business through their innovative suite of products. Their product set (PureWealth) aligns well with the needs of our Advisors and creates a unique experience for our valued clients."
Debra Hewson, CEO, Odlum Brown
“PureFacts strives to form lasting, long-term relationships by heavily emphasizing customer service and a first-rate product offering. They are the benchmark against which we measure all of our external relationships.”
Tracy Easveld-Pontone, Director of Operations & Client Administration, Leon Frazer & Associates
The PureFacts difference
Customer Delight
We partner with our clients to provide the best total solution that creates unique value for their customers and the firm.
Nimble
From strategic consulting to software implementation, we respond rapidly to your firm’s evolving needs.
Expertise
Building wealth specific solutions and providing best practice insights for over 20 years.
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