Create more value for your clients, your firm and your advisors with accurate, predictive and insightful reporting that harnesses the full power of your data.
Create more value for your clients, your firm and your advisors with accurate, predictive and insightful reporting that harnesses the full power of your data.
Able to seamlessly integrate with your enterprise data warehouse, core banking, financial planning, portfolio management, custodian and CRM systems.
Leverages machine learning and artificial intelligence to provide predictive insights for proactive, data-driven management.
A delightful user experience that is personalized, contextual and designed to deliver at-a-glance insights for more nimble decision making.
The PureFacts platform comes with more than 40 out-of-the-box reports that are completely configurable for the individual reports, statements and packages your business, your advisors and your clients need.
Designed to ensure maximum productivity, the PureFacts reporting solution has an intuitive interface that makes it easy for non-technical users to quickly produce value insights.
Increase profits and strengthen client relationships by providing advisors with access to insights, templates and reports that assist them in delivering advice. Widget architecture allows each advisor to set personal preferences that can be integrated with your existing portal or hosted by PureFacts.
With some of the most innovative and advanced machine-learning algorithms, PureFacts helps you spot and action trends to help accelerate revenue growth.