A simple, straight-forward goal and promise. It guides how we think about the market, how we build products and most importantly, how we work with our clients. If we get that right, everything else falls into place.
We are honoured to be trusted by an incredible collection of Wealth Managers, Asset Managers and Asset Servicers.
We recommend PureFacts as a strong partner that will work alongside clients to deliver successful business solutions.
- SVP, Head of Operations, Canaccord
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
– VP, Wealth Management Solutions, National Bank Financial
PureFacts has the tech and development expertise we need with creative, nimble people who listen to our requirements and know how to translate product into a powerful business solution.
– President and Chief Investment Officer, WBI
A major bank grew revenue by 65% in 5 years by launching a new fee-based program to accurately and reliably calculate fees.
A major bank improved advisor experience with a reporting solution that integrated 20+ systems including Charles River and Salesforce.
A wealth management firm reduced its investor attrition rate by focusing on the clients with the highest likelihood of leaving.
With streamlined tasks, automation and valuable, useful insights, advisors can focus on the valuable stuff - more client focus. Happy, successful clients = happy advisors.
After a significant fine, a National Wealth Management firm engaged PureFacts to improve supervision and launch comprehensive client regulatory reporting.
Efficient UI, aligned workflows, in-sync teams, automation of repetitive tasks and consistent reporting ensure scale across one or multiple lines of business.
