Wealth management
& fintech solutions

Grow your business with solutions that streamline your operations and deliver exceptional client experiences.
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Data Aggregation for Wealth Management

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.

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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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INSIGHTS-AS-A-SERVICE

AI-powered solutions for Investor Retention, Data Anomaly Detection, Retirement Income Insights, Client Long-Term Value, Insights Messenger … and more.
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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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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.
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HOW WE HELP

Transformation

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

2020_WealthTech100-Badge

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 More
Blog

One 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...

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Blog

Tax-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...

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Blog

Wealth 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...

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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