Your data transformed into actionable insights

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.



Fully integrated

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.


Easy to understand

A delightful user experience that is personalized, contextual and designed to deliver at-a-glance insights for more nimble decision making.


Turnkey reports with ultimate flexibility

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.

Powerfully simple

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.


Does your revenue management solution deliver insights?


Turbocharge advisor effectiveness

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.

Stop revenue attrition before it starts 

With some of the most innovative and advanced machine-learning algorithms, PureFacts helps you spot and action trends to help accelerate revenue growth.

  • Client retention: detect when a client might be at risk of leaving and enable timely intervention to retain AUM
  • Advisor retention: reduce the risk of advisor churn by watching data-driven indicators for attrition
  • Next best actions: help your team deliver more effective and timely wealth advice and maximize client success with accurate recommendations for better portfolio management.
Case Study

Empowering advisors to deliver

A major wealth manager wanted to differentiate their offering to the advice channel. Here’s how they gave advisor access to reporting tools and AI insights to help them save effort, deliver service excellence and retain more clients.

Request a demo

More insightfully manage your firm. See how PureFacts’ reports and dashboards can help you turn your growth from good to great. Send us your up-to-date information and corporate email, and we’ll get right back to you. 

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