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. ... Read More
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 ... Read More
Using Artificial Intelligence to enhance Wealth Management Artificial Intelligence (AI), and its subset machine learning are changing every aspect of financial services. Wealth management is no exception. The rise of online disruptors ... Read More
Eight ways to avoid costly AI mistakes Robots and bots are becoming famous for misbehaving. Social media is full of stories about famous mishaps caused by poorly designed or inadequately tested Artificial ... Read More
How digital tech solutions can solve your unique business challenges Financial services firms are all different … and so are their business challenges. That’s why at PureFacts, in addition to our wealth management software, we ... Read More
New PureFacts benefit: Paying our people to take time off with Vacation Fund Numerous studies have shown how important it is for full-time employees to take a break from the demands of their jobs and enjoy a well-earned ... Read More
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 ... Read More
