Wealth management
& fintech solutions

Grow your business with solutions that streamline your operations and deliver exceptional client experiences.
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WHAT WE DO

FEES & BILLING

We make complex algorithms and revenue calculations simple with unparalleled flexibility and reliability.
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CLIENT COMMUNICATION

Our sophisticated reporting solutions deliver clear and personalized financial information.
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AI & BIG DATA

We solve your unique challenges with Artificial Intelligence (AI) and Business Intelligence (BI) solutions.
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Reg BI

REGULATION BEST INTEREST

No friction. No fuss. Our wealthtech solutions help you meet Reg BI obligations and deliver an on-demand Form CRS with ease.
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HOW WE HELP

Businesswoman explains wealth solution

Our solutions enable wealth firms to achieve important goals for their business:

Grow revenue

Manage risk

Reduce costs

Delight clients

THE PUREFACTS ADVANTAGE

AUM

Over $250 Billion AUM
on our platform

Calculator

$1+ Billion
Fees calculated annually

Clients

50+ Canadian, US &
Caribbean clients

BLOGS & INSIGHTS

 

LATEST FROM THE BLOG

Accelerate value creation with Artificial Intelligence

Today’s wealth managers face a massive intergenerational wealth transfer, which is both a challenge and an opportunity. AI has the potential to solve for both. Forward-thinking firms understand this but struggle to integrate AI-powered solutions into their operations … and Read More
Blog

PureFacts welcomes tech growth expert Jim Roche to our Advisory Board

We're pleased to announce that Jim Roche, President, and CEO at Stratford Managers and ThinkRF, has joined our PureFacts Advisory Board as...

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Blog

Using Artificial Intelligence to enhance Wealth Management

Artificial Intelligence (AI), and its subset machine learning are changing every aspect of financial services. Wealth management is no exception. The rise...

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Blog

Eight ways to avoid costly AI mistakes

Robots and bots are becoming famous for misbehaving. Social media is full of stories about famous mishaps caused by poorly designed or...

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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