Wealth management
& fintech solutions

Grow your business with solutions that deliver exceptional client experiences and streamline your operations.
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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

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

Protected: Solve your unique business challenges with custom digital tech solutions

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New 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...

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Blog

Goals-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...

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Blog

Join 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...

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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