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OUR CLIENTS

WE STRIVE TO MAKE EVERY CLIENT A SUCCESS STORY

 

PureFacts Clients

CASE STUDIES

See how our wealth management software and
fintech solutions have helped our clients achieve their goals.

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Designing statements/reports investors want to read

Simpler, faster implementations for enhanced client statements: Powered by Microsoft Azure

Enhancing mobile functionality and delivering client experience relevancy

Delivering a superior client experience online and in print

Igniting advisor access with a transformative app

Creating disruptive engagement for High Net Worth clients

Two major projects, one successful result: Enterprise software upgrade and data conversion

Empowering advisors to tackle tough fee conversations

Simplified custom portfolio modelling with powerful tools

Talk To Us

Complex challenges. Smart solutions.

PureFacts is a fintech leader. We turn digital disruption into a growth opportunity for ambitious firms. We provide wealth management software, digital solutions and consulting for the financial services industry in Canada, U.S., and the Caribbean.

PureFacts

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1-888-596-9338

info@purefacts.com

 

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416 598-1241

 

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917 475-0552

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