Leverage our consulting expertise and customized application development to achieve your goals.
Our Digital Tech Solutions
Financial services advisory and consulting
We reduce the cost and burden due to non-discretionary functions:
- Fees and billing
- Goals-based Investing
- Performance reporting
- Regulatory reporting
- Client statements (including CRM2)
Technology advisory and consulting
We offer advisory and consulting expertise in cloud infrastructure and software application development to help clients identify and/or evaluate strategies to create efficiencies and improvements within technology.
Data intelligence and analytics
We have expert knowledge in data analysis, design, development, and data management, along with data hosting in client environments and with cloud providers. We use business intelligence and analytics tools to extend the decision-making capabilities of our clients.
Rapid application prototyping
We provide rapid application prototyping for clients who want to validate a working concept to support a business case or gauge market demand. Sample projects include:
- Investor/Advisor chatbot
- Investor onboarding tool
- Advisor platform to capture and manage client risk profiles
Custom application development
We offer new custom development, enhancements to existing applications, or full project delivery across the entire software development lifecycle on desktop, web and mobile applications. Our team can create cross-channel applications that solve business challenges and use cases based on your unique requirements.
Whether it’s an individual program or a full suite of digital transformation initiatives, our dedicated delivery team ensures our clients enjoy seamless execution and delivery. We have a proven track record of successfully managing highly complex and large-scale programs as well as innovative custom programs.
CX/UX strategy and design
We improve the usability and effectiveness of applications and business processes to create improved user experiences.
“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