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We enable firms to face today’s challenges and scale their business. Our configurable suite of wealth management software provides accuracy and flexibility for growth.

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We empower ambitious financial services firms to explore new frontiers. With speed and agility, we help you amplify the value you bring with best-in-class technology. 

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BLOGS & INSIGHTS

 

LATEST FROM THE BLOG

Client-focused reforms may end up confusing clients

"The regulators are creating an incredibly complicated environment, and I'm not sure the proposals would help investors understand the things they need to understand." Susan Silma, Practice Leader, Client & Industry Strategy at PureFacts Financial Solutions Susan Silma was one of Read More
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Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals. Using behavioural economics...

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The future of DSC fees is now unclear

In our industry, there are always surprises. Although we were all expecting last week’s Canadian Securities Administrators’ proposals to ban DSC fees and trailing...

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Mobile Advisor Office – how firms can maximize client and advisor engagement

Advisors need instant, mobile access to information about their business, as well as their clients. Firms that offer the best mobile solution...

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  • “Eliminating the manually intensive and high-risk process of uploading statements was a big win for us. Now it’s all done with one click of a button.”

    MANAGER, INVESTMENT COUNSEL SERVICES
  • “We view this as a long-term relationship with a partner. Everyone understands my business and sincerely wants us to be successful.”

    DIRECTOR, SENIOR VP AND COO
  • “PureFacts has been a great business partner for us. We truly value the relationship.”

    CHIEF INFORMATION OFFICER