A large bank generated 65% revenue growth by launching a new fee-based program on our PureFacts platform.
One total solution for your evolving complex needs.
Revenue management is a high risk area for any wealth management firm. Billing errors can lead to revenue leakage, regulatory fines and reputational damage. Our solution helps you manage your risk and control back office costs.
Our clients handle fees for multiple lines of business on the same platform, including mass market, mass affluent, high net worth and institutional offerings.
Your business is constantly evolving and so are your needs to handle new fee structures and billing methods. We have a decade-long track record of helping our clients with their evolving needs.
Attract the best advisors with a flexible fees and billing solution that lets them run their business the way they want.
Avoid typical integration hurdles. Our flexible solution lets you easily integrate new advisor business with their unique processes, fees and billing practices.
We provide full visibility for clients into how their advisor fees are calculated daily. This makes it easy for advisors to explain their fees and build trust.
With our fees solution, your business gains an accurate revenue stream, uninterrupted revenue recognition and confidence that you’re capturing all the fees you’re owed.
As one of the most innovative tools on the market, we provide full transparency for advisors into how their compensation is calculated and identify opportunities for revenue growth.
Our solution can be integrated with popular portfolio management, custodian and CRM systems.
We aggregate accounts and group assets across members of a household or family, with the ability to further group assets across multiple fee-based programs.
Our solution features multi-layered automatic guardrails and fee volatility analytics to help users easily process fees, spot and fix errors, and ensure better governance.
Advisors can align their pricing specifically to client needs with asset class, security exclusions, performance fees, multi-household tiering and other types of fees.
We are SOC2 certified. You can count on us for privacy, security, availability, processing integrity and confidentiality.
See daily fee calculations including billable market value, which fee schedule is applied, and any exclusions, promotions, etc.
We're math geeks, wealth management data experts and innovators. Passionate about our clients' success.