Client Communication

PROVIDE YOUR CLIENTS WITH EASY-TO-UNDERSTAND REPORTING

CREATE PERSONALIZED AD HOC REPORTS IN SECONDS

Communicate clearly and effectively with your clients about their investments with a robust suite of reporting solutions.

 

 CLIENT-FRIENDLY PORTAL

Let your clients easily see how their investments are doing and focus on the financial information that matters.


CONFIGURABLE STATEMENTS

Process massive volumes of statements quickly and accurately on a robust, fully configurable platform. 


AD HOC REPORTS

Produce personalized ad hoc reports the moment you need them. Choose from 23 configurable report templates.


Enhanced reporting capabilities

Our PureFacts suite of reporting solutions delivers unparalleled insight into your business operations and client-facing reporting capabilities. We work with your organization to uncover revenue opportunities that are being missed, streamline workflow to provide operational efficiencies, enable detailed auditing, and deliver enhanced reporting options for your advisors and their clients.

Accessible data and trusted analytics

Automate your reporting process to provide your clients with clear and accurate investment performance information. Integrate multi-account data sources and key portfolio analytics into a suite of client-facing documents. With the power of PureFacts’ reporting suites to accurately extract and manage data, you can save time and reduce human error, while ensuring proper data control across all reporting channels.

Customized and branded for your firm

All of our PureFacts reporting solutions, from our statements and reports to our investor-friendly portals, can be customized to reflect your firm’s corporate branding. Our custom templates let you easily control every visual aspect of your client-facing communications to incorporate your brand colours, logos, design elements and appearance of your content.

 

 

 

  • “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