Goals-based Investing

DELIVER BETTER OUTCOMES FOR YOUR ADVISORS AND CLIENTS

Clients have unique goals. Help your clients achieve them with the personalized planning of goals-based investing. 

 

 

A new measure of success

Our Goals-based investing (GBI) approach focuses on achieving an investor’s specific life goals rather than simply outperforming a benchmark or generating the highest possible portfolio return. GBI makes it easier to track a client’s progress toward their goals and helps prevent irrational decision-making that can derail investment plans.  

 

Flexible and configurable

Easy to implement, our GBI tool can be configured to meet all your business requirements and is fully scalable. Our flexible solution enables personalized goal setting, strategic asset allocation, automatic rebalancing, and real-time reporting. We can integrate with a wide variety of planning solutions and data providers.

 

 

 

Key features

  • Mobile-optimized onboarding of individuals or households
  • Questionnaire-based or interactive KYC process
  • Personalized goal setting
  • Interactive visual goal projections
  • Risk profiling and portfolio matching
  • Customized investment selection
  • Auto-generation of Investment Policy Statement (IPS) at the end of onboarding
  • Ongoing progress tracking for both clients and advisors

 

 

  • “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