Technology that helps you streamline processes, tailor the client experience and capture more revenue.
Your fees and commissions done exactly right
Profits up. Cost and complexity down.
Implement revenue programs that account for every dollar of value that you deliver. Do it with less overhead and more automated, accurate and repeatable workflows.
Works with your system
A hosted, highly integrated, flexible, scalable and reliable platform that merges with your existing tech stack so you get seamless upstream and downstream data flows.
Best Value, ROI and TCO
Get up and running quickly with easy onboarding, guided workflows, automation that streamlines key processes, and hands-on support from our customer success team.
Easy to use with the lowest risk
Retrieve everything you need in the cloud through a self-service portal plus expert support when you need it. Compliant, accurate and secure with true daily calculations.
Key features
Download these fact sheets to learn more
Retain revenue
Close the gaps and reduce the errors that can lead to revenue leakage by integrating and automating your billing and reports. You’ll be able to identify, capture and measure more revenue opportunities.
Create simulations
Dream up revenue models and create simulations to test them out. You can implement virtually any combination of exceptions, exclusions, tariffs and discounts to your fees and commissions.
Maximize resources
Automate your calculations, billing, contract management, data flows, allocations, reconciliations and even standardize your agreements and policies, so your team can focus on creating more value.
Scale easily
Be infinitely scalable with a cloud-based modular system to handle your fees, commissions, and related functions. Everything your team needs is secure and accessible from anywhere in the world.
Case Study + March 28, 2022
Integrating & streamlining fees
A wealth manager wanted to fix their fractured system for reporting fees across various products, accounts and service levels. Here’s how they got everything simplified, streamlined and integrated.
Ready to talk?
Transforming your tech is easier than you think.
Tell us about your goals and we’ll help you achieve them.
> 100 clients
Canada, USA & Europe
$1 billion
Fees calculated annually on PureFacts’ platform
$1 trillion
Total AUM on the PureFacts platform
.png)
Canadian fintech selected for UK trade mission
Gold partnership