Wealth management
& fintech solutions

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

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


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

 

AI & BIG DATA

We solve your unique challenges with Artificial Intelligence (AI) and Business Intelligence (BI) solutions.
LEARN MORE

 

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.
LEARN MORE

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

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 client retention solution by integrating Salesforce CRM data into our models.  The deal also allows us to offer Read More
Blog

WealthTech 100: PureFacts recognized as innovative wealth technology leader

We’re honoured to be recognized as one of the 100 most innovative WealthTech companies in the world. The WealthTech100 list by FinTech...

Read More
Blog

Prioritizing employee well-being in the virtual world

For many of us, a day in the office looks completely different now than what we’re used to. Many people are working...

Read More
Blog

Business transformation expert Rajini McRae joins as new President of PureFacts

All of us at PureFacts are pleased to welcome Rajini McRae, former Head of Strategy and Financial Leadership for Business Deposits at...

Read More
  • “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