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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 of choice for ...

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 District. An impressive ...

10 tips for choosing a Fees & Billing Solution for Wealth Management

Legacy systems for calculating and billing fees in fee-based programs can restrict your firm’s revenue growth and operational efficiency. The right, cloud-based solution can deliver ...

Women investors: how this powerful new generation will impact wealth

Whenever advisors talk about a powerful new generation of investors, the assumption is they’re referring to millennials. In fact, women are the “new” investors that ...

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Financial Internet Technology Concept.

Overcome digital transformation challenges for wealth management

Digital transformation is a strategic priority for most wealth management firms, yet the wealth industry continues to lag behind in terms of digital adoption. “68% ...

Top technology trends driving client engagement

When it comes to improving client experience, many wealth management firms have barely moved the needle. A recent Forrester report warns that client experience metrics ...

Improve client engagement with technology

We’ve been hearing about the wealth-management industry’s digital transformation for years now. Yet, there’s still a long way to go as the promise of digital ...

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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 and the USA.

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