In-Person Conferences Are Back!

PureFacts is delighted to announce that Robert Madej, CEO & Founder of PureFacts Investment Solutions, will Chair the Investment Operations stream at the TSAM East Coast Conference in New York on 18 November 2021.

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Wealthtech Enterprise Solutions

Operational efficiency. Scalable success. Augmented Intelligence.

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Funding Announcement

PureFacts has Closed a $37 Million Dollar Round of Funding

We’ve had a transformative year in which we developed new products and raised $37 million dollars in funding with Canadian Business Growth Fund, Round13 Capital and Scotiabank

Innovative solutions for wealth management. All on a powerful platform.

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Solutions

Fees & Billing

One total solution for your complex needs that lets you manage your revenue stream with confidence and efficiency.

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Solutions

Client & Enterprise Reporting

A flexible suite of transparent reporting solutions for your business.

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Solutions

Augmented Intelligence Solutions

Augment your team's expertise with data-powered intelligent solutions.

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~ 50 clients

Canada, USA & Europe

$1 billion

Fees calculated annually on PureFacts’ platform

$250 billion

Total AUM on the PureFacts platform

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WealtTech 100 2020
Microsoft - Great Canadian Innovators
Canadian fintech selected for UK trade mission 1

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.

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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

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

Fees and Billing Solution
Fees & Billing Solution that reduces costs, manages risk, increases transparency

A large bank was launching several new fee-based programs for their wealth management division Needed to double…

Data aggregation for wealth management

Overcome the barriers. Acquire a competitive edge. Data aggregation is essential to make more informed business decisions....

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...