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.
Operational efficiency. Scalable success. Augmented Intelligence.
Wealthtech Enterprise Solutions
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Innovative solutions for wealth management. All on a powerful platform.
Solutions
Fees & Billing
One total solution for your complex needs that lets you manage your revenue stream with confidence and efficiency.
Solutions
Client & Enterprise Reporting
A flexible suite of transparent reporting solutions for your business.
Solutions
Augmented Intelligence Solutions
Augment your team's expertise with data-powered intelligent solutions.
~ 50 clients
Canada, USA & Europe
$1 billion
Fees calculated annually on PureFacts’ platform
$250 billion
Total AUM on the PureFacts platform
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.
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
A large bank was launching several new fee-based programs for their wealth management division Needed to double…
Overcome the barriers. Acquire a competitive edge. Data aggregation is essential to make more informed business decisions....