Overcome the barriers.
Acquire a competitive edge.
Data aggregation is essential to make more informed business decisions. However, aggregating data is still challenging for many wealth management firms. See how to implement an effective solution and gain a competitive edge.
WHAT WE DO
FEES & BILLING
We make complex algorithms and revenue calculations simple with unparalleled flexibility and reliability.
LEARN MORE
CLIENT COMMUNICATION
Our sophisticated reporting solutions deliver clear and personalized financial information.
LEARN MORE
INSIGHTS-AS-A-SERVICE
AI-powered solutions for Investor Retention, Data Anomaly Detection, Retirement Income Insights, Client Long-Term Value, Insights Messenger … and more.
LEARN MORE
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.
LEARN MORE
Accelerate value creation with AI
See how our AI solutions, powered by Microsoft Azure, can reduce client attrition and catch data anomalies for fees with 90% accuracy.
LEARN MORE
HOW WE HELP
Our solutions enable wealth firms to achieve important goals for their business:
Grow revenue
Manage risk
Reduce costs
Delight clients
THE PUREFACTS ADVANTAGE
Over $250 Billion AUM
on our platform
$1+ Billion
Fees calculated annually
50+ Canadian, US &
Caribbean clients
2020 WealthTech 100
Company
BLOGS & INSIGHTS
LATEST FROM THE BLOG
Creating opportunities in uncertain times: Year-to-date reflections
While the COVID-19 pandemic has presented immense challenges, it’s also created opportunities for many companies to re-invent themselves. Here are some learnings from our experience. Supporting your clients Given the widespread impact of the pandemic, we were eager to do Read MoreOne team. One community. Together in well-being.
As we deal with the COVID-19 pandemic, we've been looking to reassure our employees and lend a helping hand to our local...
Read MoreTax-efficient retirement income insights: reassuring investors & helping advisors grow AUM
During these challenging times, we’re currently very focused on helping our wealth management clients reassure their clients and provide the best possible...
Read MoreWealth firms gain transformative AI benefits with PureFacts acquisition of VennScience
We’re pleased to welcome VennScience, a New Hampshire-based Salesforce consulting firm, to our team. With this acquisition, we immediately improve our AI-based...
Read More
Sign Up for Insights
Get our fascinating blogs and news delivered right to your inbox.We respect your privacy at PureFacts, so you can unsubscribe at any time.
-
“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