Wealthtech Enterprise Solutions

Operational efficiency. Scalable success. Augmented Intelligence.

PureFacts Enterprise WealthTech solutions
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Acquisition Announcement

PureFacts acquires Quartal Financial Solutions to become a global WealthTech leader

Quartal is Europe’s leading provider of fee billing, commission and revenue management solutions.  Together, we'll strengthen our core capabilities and provide the most powerful fee platform in the global financial marketplace.

Innovative solutions for wealth management. All on a powerful platform.

letter A
Solutions

Fees & Billing

One total solution for your complex needs that lets you manage your revenue stream with confidence and efficiency.

b
Solutions

Client & Enterprise Reporting

A flexible suite of transparent reporting solutions for your business.

c
Solutions

Augmented Intelligence Solutions

Augment your team's expertise with data-powered intelligent solutions.

Group 26
Fidelity-1
National_Bank-1
wbi
~ 50 clients

Canada, USA & Europe

$1 billion

Fees calculated annually on PureFacts’ platform

$250 billion

Total AUM on the PureFacts platform

Group 498
WealtTech 100 2020
Microsoft - Great Canadian Innovators
Canadian fintech selected for UK trade mission 1

PureFacts at a glance

Ranked one of 100 most innovative WealthTech firms globally.

Our core competencies

We're math geeks, wealth management data experts and innovators. Passionate about our clients' success.

Our core competencies graph

We recommend PureFacts as a strong partner that will work alongside clients to deliver successful business solutions.

— SVP, Head of Operations, Canaccord

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

– VP, Wealth Management Solutions, National Bank Financial

PureFacts has the tech and development expertise we need with creative, nimble people who listen to our requirements and know how to translate product into a powerful business solution.

– President and Chief Investment Officer, WBI

Insights

Top-50-Advisors-1
What do 32 of Canada’s Top 50 Advisors have in common?

We celebrate the accomplishments of WP Top 50 advisors of 2020. What 32 of them have in common is they all use our PureFacts fees and billing or reporting solutions.

Fees and Billing Solution
Fees & Billing Solution that reduces costs, manages risk, increases transparency

A large bank was launching several new fee-based programs for their wealth management division Needed to double…

Data aggregation for wealth management

Overcome the barriers. Acquire a competitive edge. Data aggregation is essential to make more informed business decisions....