WHAT WE DO
Fees & Billing
We make complex algorithms and revenue calculations simple with unparalleled flexibility and reliability.
FEES
CLIENT & PORTFOLIO REPORTING
Our sophisticated reporting solutions deliver clear and personalized financial information.
REPORTING
GOALS-BASED INVESTING
We give clients a more meaningful way to track progress toward their goals.
GOALS
AI & DATA ANALYTICS
We solve your unique challenges with Artificial Intelligence (AI) and Business Intelligence (BI) solutions.
AI & DATA
DIGITAL TECH SOLUTIONS
We build custom applications and innovative solutions to meet your business needs.
DIGITAL SOLUTIONS
THE PUREFACTS ADVANTAGE
Wealth
geeks
Client before
everything
Agile
solutions
Continuous
innovation
$600 Billion
Our Clients AUM
$10 Billion
Fees calculated per year
50+
Canadian, US & Caribbean clients
BLOGS & INSIGHTS
LATEST FROM THE BLOG
How digital tech solutions can solve your unique business challenges
Financial services firms are all different ... and so are their business challenges. That’s why at PureFacts, in addition to our wealth management software, we also build digital tech solutions that are customized to meet the unique needs of our Read MoreNew PureFacts benefit: Paying our people to take time off with Vacation Fund
Numerous studies have shown how important it is for full-time employees to take a break from the demands of their jobs and...
Read MoreGoals-based investing: Producing better outcomes for advisors and investors
Financial advisors are in the business of creating successful outcomes for their clients. Goals-based investing (GBI) is quickly becoming the investment tool...
Read MoreJoin us May 8th for The Change Leadership Conference 2019
As a sponsor of this year’s Change Leadership Conference, we invite you to join us for this exciting event: May 8th at MaRS Discovery...
Read More
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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
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“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
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“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
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“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
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“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
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“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
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“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