Unlock a new
strategic advantage

PureFacts is a Revenue Management solution that helps investment companies calculate and collect fees, optimize compensation, and derive insights from their data. It all adds up to stronger revenue, greater efficiency, and faster growth.

Managing your revenue with PureFacts

Manage revenue

Track every dollar so you can leverage efficiencies from end-to-end.

Optimize fees & rewards

Eliminate performance drains in your fees and compensation.

Enhance compliance

Identify revenue-related compliance risks and swiftly intervene.

Identify opportunities

Find and focus on your most powerful revenue drivers.

Plug revenue leaks

Identify anomalies and errors that bleed value from your business.

Gain razor-sharp insights

Make better decisions to improve performance and accelerate growth.

One platform does it all

Optimize client fees and advisor compensation. Reduce effort, error, and risk. Use your data to spot revenue leaks, strengthen relationships, and act on opportunities.

PureFees

Fees and billing

Delight your clients, your shareholders, and your compliance department with fast, fair and accurate fees.

See PureFees

PureRewards

Compensation programs

Attract and retain top advisors with commission, incentive, and affiliation models that make success mutual.

See PureRewards

PureInsights

Performance intelligence

Go beyond mere business intelligence with performance insights that are backed by benchmarks and enriched by AI.

See PureInsights

See what PureFacts can do for your business

Whether you’re responsible for business leadership, operations, management, finance or compliance, PureFacts has you covered.

Wealth Managers

Asset Managers

Asset Servicers

Higher revenue and
client satisfaction

PureFacts helps wealth management executives lead with greater confidence as they mitigate risk and accelerate growth.
Operations teams love the automation, quality control, and change administration features.
Management, finance, and compliance teams thrive with crystal clear reporting and analytics.

Enhanced accuracy,
flexibility and revenue

PureFacts helps asset management executives tap into end-to-end revenue management that accelerates growth and increases profitability. 
Operations teams can reduce costs and risk while simultaneously increasing productivity. 
Management, finance and compliance teams enjoy greater visibility into key business drivers.

Optimized revenue, transparency and
risk controls

PureFacts helps asset servicers optimize growth and mitigate risk across their organization.
Operations teams can de-risk aging systems and capture higher efficiency and greater reliability. 
Management, finance and compliance teams experience better transparency, accuracy, repeatability, and overall efficiency.

PureFacts is for companies
that like growing their revenue

Founded in 2010, we are still working with clients from our earliest days. Wealth management, asset management, and asset servicing companies love using PureFacts to streamline their operations, de-risk their business, and grow their assets.

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Running on the PureFacts platform

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Calculated by PureFacts

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Across Canada, USA, Europe & Asia

Bring us your challenges

Let’s talk about your goals and how PureFacts can help

Get in touch