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Tax-efficient retirement income insights: reassuring investors & helping advisors grow AUM

During these challenging times, we’re currently very focused on helping our wealth management clients reassure their clients and provide the best possible advice. One of ...

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 ...

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 Global identifies the ...

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 from home for ...

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 Royal Bank of ...

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Accelerate value creation with Artificial Intelligence

Today’s wealth managers face a massive intergenerational wealth transfer, which is both a challenge and an opportunity. AI has the potential to solve for both. ...

PureFacts welcomes tech growth expert Jim Roche to our Advisory Board

We’re pleased to announce that Jim Roche, President, and CEO at Stratford Managers and ThinkRF, has joined our PureFacts Advisory Board as an Independent Board ...

Complex challenges. Smart solutions.

Ranked a WealthTech 100 Company for 2020, PureFacts provides wealth management solutions for the financial services industry in Canada, USA, UK, and the Caribbean. We use AI, big data, and our industry expertise to help firms realize value, increase productivity, reduce costs, and create an enhanced customer experience.

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