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Fee transparency: Navigating the new normal for wealth management

The COVID-19 pandemic is an unprecedented humanitarian and economic crisis causing health concerns and hardship for consumers, businesses and communities worldwide. Governments, the medical...
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PureFacts closes $20 million financing round

PureFacts Financial Solutions, a leading global WealthTech provider of fees, reporting and...

PureFacts acquires Quartal Financial Solutions to become a global WealthTech leader

PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered...

PureFacts accelerates growth and transformation with new Chief Human Resources Officer

It is with great pleasure that we welcome Katerina Goros to the PureFacts leadership team as our...

Microsoft 2020 Great Canadian Innovators Yearbook

PureFacts is thrilled to be recognized as a great Canadian innovator for how our wealth management...

PureFacts welcomes accomplished new member of leadership team

All of us at PureFacts are delighted to welcome our new Chief Technology Officer – Frans Amelink....

PureFacts welcomes three high-profile investors to further accelerate its growth

PureFacts, a leading wealthtech provider owned by its employees and founder Robert Madej, is...

Data aggregation for wealth management

Data aggregation is essential to make more informed business decisions. However, aggregating data...

Are you using Reg BI to drive growth?

Regulation Best Interest (Reg BI), as mandated by the the Securities and Exchange Commission (SEC),...

Fees Risks: Navigating the new normal for wealth management

During this crisis, operations teams at wealth management firms are under pressure to find new ways...

How a digital decumulation tool can grow AUM

As baby boomers begin to retire in droves, wealth managers can grow AUM by helping clients...

Increase advisor productivity with a flexible reporting solution

A major Bank improved advisor productivity with a PureFacts reporting solution that integrated 20+ systems including Charles River and Salesforce

How to identify valued clients at risk of leaving

A wealth management firm reduced its investor attrition rate by focusing on the clients with the highest likelihood of leaving.

Grow revenue with Fees & Billing Solution that reduces costs, increases transparency

Launching a new fee-based program on PureFacts platform, a large bank grew its revenue by 65% in 5 years. Accurate fees made revenue reporting predictable.

Meet regulatory challenges with flexible & transparent solutions

How PureFacts helps wealth firms meet their regulatory challenges with flexible and transparent wealthtech solutions.

Design statements that investors want to read

PureFacts statement solution provided information customers wanted with streamlined messaging while still being compliant and increased customer engagement.

Simpler, faster implementations for enhanced client statements: Powered by Microsoft Azure

Our solution helped our client generate better-looking statements while eliminating the costs and time-consuming maintenance of on-premise hosting.

Enhanced mobile functionality and client experience

Our client wanted an integrated solution to enhance client experience, provide e-delivery of statements, and offer clients more information on their portal.

Deliver a superior client experience online and in print

Our solution provided an enhanced client portal and goals-based statement (online and printed) while solving operational challenges and regulatory requirements.

Ignite advisor access with a transformative app

Developed an app that uses biometric authentication for advisor login. Provides immediate access to key client data relevant to advisors when on the road or with clients.

Create disruptive engagement for High Net Worth clients

We helped our client realize an ambitious goal to create a completely new advisor support technology platform to engage their High Net Worth clients.

Enterprise software upgrade & data conversion: two major projects, one big success

We simultaneously upgraded their existing PureFacts platform to the next generation release of the software while consolidating their data management system without any disruptions.

Empower advisors to tackle tough fee conversations

Advisors were concerned about having client conversations about fees and justifying the value they provide. Our training gave advisors unique insights into what clients understand and how they react.

Simplified custom portfolio modelling with powerful tools

Provided a simplified custom portfolio modeling solution with powerful tools to help advisors have in-depth portfolio modeling discussions with their clients and provide advice.

Creating opportunities in uncertain times: Year-to-date reflections

While the COVID-19 pandemic has presented immense challenges, it’s also created opportunities for...

One team. One community. Together in well-being.

As we deal with the COVID-19 pandemic, we've been looking to reassure our employees and lend a...

Tax-efficient retirement income insights: reassuring investors & helping advisors grow AUM

During these challenging times, we’re currently very focused on helping our wealth management...

Wealth firms gain transformative AI benefits with PureFacts acquisition of VennScience

We’re pleased to welcome VennScience, a New Hampshire-based Salesforce consulting firm, to our...

WealthTech 100: PureFacts recognized as innovative wealth technology leader

We’re honoured to be recognized as one of the 100 most innovative WealthTech companies in the...

Prioritizing employee well-being in the virtual world

For many of us, a day in the office looks completely different now than what we’re used to. Many...

Business transformation expert Rajini McRae joins as new President of PureFacts

All of us at PureFacts are pleased to welcome Rajini McRae, former Head of Strategy and Financial...

Accelerate value creation with Artificial Intelligence

Today’s wealth managers face a massive intergenerational wealth transfer, which is both a challenge...

PureFacts welcomes tech growth expert Jim Roche to our Advisory Board

We're pleased to announce that Jim Roche, President, and CEO at Stratford Managers and ThinkRF, has...

Using Artificial Intelligence to enhance Wealth Management

Artificial Intelligence (AI), and its subset machine learning are changing every aspect of...

Eight ways to avoid costly AI mistakes

Robots and bots are becoming famous for misbehaving. Social media is full of stories about famous...

How digital tech solutions can solve your unique business challenges

Financial services firms are all different ... and so are their business challenges. That’s why at...

Goals-based investing: Producing better outcomes for advisors and investors

Financial advisors are in the business of creating successful outcomes for their clients....

10 tips for choosing a Fees & Billing Solution for Wealth Management

Legacy systems for calculating and billing fees in fee-based programs can restrict your firm's...

Women investors: how this powerful new generation will impact wealth

Whenever advisors talk about a powerful new generation of investors, the assumption is they’re...

Overcome digital transformation challenges for wealth management

Digital transformation is a strategic priority for most wealth management firms, yet the wealth...

Top technology trends driving client engagement

When it comes to improving client experience,  many wealth management firms have barely moved the...

Want digital transformation success? Choose the right strategic partner

Are you a financial services firm looking to fend off digital upstarts and remain competitive? If...

Don’t be afraid to set ambitious goals

Many of us kick off the New Year with a list of resolutions we feel are reasonably attainable....
CSA

Do the right thing for your clients

Advisors should use the proposed client-focused reforms as an opportunity to strengthen...

Client-focused reforms may end up confusing clients

"The regulators are creating an incredibly complicated environment, and I'm not sure the proposals...

Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to make decisions...

Step aside CX. Service design brings new meaning to being customer-centric.

Improving the customer journey and providing a positive customer experience (CX) is the top...

CSA’s proposed reforms could have major implications

Suitability, conflicts of interest and a greater focus on the cost of investing are the priorities...

What Proposed Client Focused Reforms Mean For Advisors

Since the news broke a couple of weeks ago about a proposed series of regulatory reforms by the...

What advisors should expect from women investors

Whenever advisors talk about a powerful new generation of investors, the assumption is they’re...

Balancing compliance with the client experience

There are various steps advisors can take to ensure a positive client experience while still being...

Advisors and Clients Travelling Together on the Digital Highway

All roads converge at the digital highway when it comes to investment advisors and their clients....

Regulators looking at expanded cost reporting. Is CRM3 on the horizon?

A few weeks ago, the MFDA issued a Discussion Paper on Expanding Cost Reporting as a follow-up to...

Mobile Advisor Office – how firms can maximize client and advisor engagement

Advisors need instant, mobile access to information about their business, as well as their clients....

Why many digital transformations fail

Business leaders looking to transform to digital will often avoid being on the bleeding edge of...

Want to transform your operations and improve the customer journey? Start with the investor.

We recently hosted our 4th Annual PureFacts Client Forum. The event is an excellent opportunity to...