Revenue Optimization Software For Wealth And Asset Managers
PureFacts’ Revenue Management platform can help double organic growth rates by optimizing fee billing, pricing, and advisor compensation workflows.
Your Revenue Lifecycle May Be Costing You Millions
Revenue Is Slipping Through Unseen Gaps
Revenue should be precise, yet many firms still rely on spreadsheets and manual workarounds, causing value loss through pricing inconsistencies, billing errors, and disputes that erode stakeholder expectations.
Disconnected revenue systems create inconsistent rules and no single source of truth.
"In recent RIA surveys, 74% of advisors say poor technology integration is a major pain point, and 67% have actually lost clients because of it."— Advisor360, Connected Wealth Report
PureFacts Is Built For High Volume And High Stakes
- $0T
- $0B+
- 0M+
In Assets Under Administration
Wealth and asset managers worldwide trust PureRevenue to calculate fees across trillions in AuA.
In Fees Calculated Annually
PureFacts processes billions in fee revenue each year with precision billing and zero-error tolerance.
Actions Run Per Year
From billing cycles to compensation workflows, PureFacts handles enterprise-scale volume reliably.
PureFacts Solves Your Biggest Challenges
PureRevenue Platform Adds Up To 10% To Your Top Line
By unifying fees, billing, and advisor compensation in one platform, PureRevenue helps firms capture up to 10 percent more top line revenue, align advisors and executives around the same numbers, and translate that lift into measurable profit and enterprise value.
Ensure timely, transparent payouts that build trust across clients, advisors, and partners.
"At one global asset manager, implementing real-time compensation dashboards and payout transparency cut advisor-compensation disputes by 85 percent."— PureFacts client case study
Meet PureRevenue: Your Revenue Optimization Engine
PureRevenue unifies fee calculation, billing, compensation, and analytics into one trusted system for wealth and asset management.
In January 2025, the SEC hit 12 firms with more than $63 million in penalties in a single sweep for recordkeeping failures tied to off-channel communications, signalling zero tolerance for poor data hygiene.U.S. SEC Enforcement Press Release, January 2025
$12M+
Annual revenue recovered
By replacing legacy billing infrastructure with PureFees, this firm eliminated systemic revenue leakage and recovered full ROI in under 12 months.
100%
Billing errors eliminated
<1 Year
Payback period
Recent Posts
View all resourcesDiscover the latest thinking from PureFacts on revenue management, fee billing, advisor compensation, and the future of wealth technology.
WhitepaperThe Revenue Leakage Map
Where Wealth Management Firms Lose Earned Revenue - and Why Current Systems Miss It
BlogWhat Is Revenue Cycle Optimization?
An overview of how wealth and asset management firms can reduce revenue leakage, improve profitability, and optimize the full revenue lifecycle.
AwardsPureFacts Named to the WealthTech100: A Continued Legacy of Innovation
PureFacts Named to the 2026 WealthTech100, Recognizing Continued Innovation in Revenue Management
Increase Efficiency
Automate complex back-office workflows and free your team to focus on high-value client advisory.
Reduce Leakage
Capture every basis point with precision billing and revenue management tools designed for wealth managers.
Better Control
Maintain absolute oversight of your entire enterprise with real-time data transparency and reporting.
Precise Data.
Measurable Growth.
PureFacts empowers the world’s leading financial institutions to manage wealth more effectively through data-driven revenue intelligence.
Trusted by the top global financial firms