Capital Investment Companies Selects PureFacts’ Fee Billing Product, PureFees, to Scale Their Business

RALEIGH, N.C.--(BUSINESS WIRE)--Capital Investment Companies, a prominent independent financial services and brokerage firm in the Southeast of the United States, and PureFacts Financial Solutions, a...
Read more

25 Ways Your Incentive Compensation Programs Can Be Leaking Profits from Your Wealth Management Business

Leaks are rarely a good thing, and hidden leaks are the worst kind. Homeowners know that a slowly...

PureFacts selected to the WealthTech100 for 2024

PureFacts has been honoured with a spot on the WealthTech100 2024 list! This recognition (our...

PureFacts to help power BNY Mellon Pershing X’s wealth management platform Wove for advisors

TORONTO, June 08, 2023 (GLOBE NEWSWIRE) -- PureFacts Financial Solutions, a leader in revenue...

PureFacts Announces Acquisition of Xtiva Financial Systems

Xtiva grows PureFacts’ platform with cutting-edge technologies and expertise in incentive...

PureFacts Revenue Management Platform Selected by GW&K

BOSTON, Feb. 21, 2023 (GLOBE NEWSWIRE) -- PureFacts Financial Solutions, a leader in revenue...

Building a Better Future: the Impact of PureFacts’ PurePossibilities Program in 2022

Earlier this year, PureFacts was profiled by the Toronto Star, Canada’s largest daily newspaper by...

PureFacts 2022: A look back

As we embark on a new year, it brings an opportunity for reflection. For investors, wealth...

ESG – a trend that is definitely here to stay

ESG is no longer a buzzword for corporations to throw around, but a rapidly growing mindset to...

PureFacts recognized as a must-know company in global ESGFinTech100 2022 list

New York (from TSAM East Coast), October 6, 2022 – PureFacts Financial Solutions, the leading...

PureFacts launches program for sustainable and meaningful community growth

PurePossibilities mirrors Maslow's hierarchy of needs and intends to create a community Flywheel...

PureFacts has been named to the AIFintech100 list by Fintech Global

We are pleased to announce that, for the second year in a row, PureFacts has been named to the...

Integrating & streamlining fees

A wealth manager wanted to fix their fractured system for reporting fees across various products, accounts, and services levels. Here how they got everything simplified, streamlined, and integrated.

Enhancing the advisor experience

A global wealth manager wanted to deepen their relationships with the advice channel.

Empowering advisors to deliver

Our client, a global wealth management firm, known for providing service excellence, recently implemented Pure Reports.

Deliver Better Plans While Building Your Bottom Line

PureFacts’ decumulation technology revolutionizes the way advisors help their clients plan for...

Technology for Better Advice and Stronger Client Relationships

PureFacts technology provides a “shared screen” experience for the advisor and investor. It helps...

Next Generation Reports Available Now

PureFacts’ PureReports technology is a wealth management game-changer. It incorporates artificial...

Technology Excellence for Commission Management

PureFacts technology enables the automation of complex calculation, payment, and invoicing...

Technology Excellence for Fee Management

PureFacts technology enables the automation of complex calculation, payment, and invoicing...

How PureFacts is looking to revolutionize wealth management for all

Established in 2010, PureFacts was a seed that grew from the mind of Robert Madej. The company was...

Purefacts was awarded WealthTech100 innovation leader

The fourth annual WealthTech100 list for 2022 is launched today by specialist research firm FinTech...

PureFacts partners with FutureVault to securely automate delivery of financial statements

The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s...

PureFacts announces investment in Cy, a Robo-Advisory platform by CyborgTech

(BUSINESS WIRE) - CyborgTech today announced an investment from PureFacts Financial Solutions, a...

PureFacts supports University of Guelph with undergraduate scholarships

To support the next generation of tech and business leaders, wealthtech firm, PureFacts Financial...

Robert Madej is an EY Entrepreneur Of The Year 2021 Ontario finalist

Each year, EY recognizes innovative entrepreneurs across the country that transform our world and...

Top 30 AI influencer Mehrnaz Shokrollahi at TMLS

Mehrnaz Shokrollahi, a Senior Data Scientist at PureFacts and top 30 AI influencer, will share her...

What do 32 of Canada’s Top 50 Advisors have in common?

Congratulations to the advisors and their firms who were recognized among the Top 50 advisors of...

Robert Madej at TechExit.io | Closing acquisitions during uncertain times

Robert Madej, our PureFacts Founder & CEO, spoke at the TechExit.io event about how PureFacts...

Fee transparency: Navigating the new normal for wealth management

The COVID-19 pandemic is an unprecedented humanitarian and economic crisis causing health concerns...

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...

Microsoft 2020 Great Canadian Innovators Yearbook

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

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

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.

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.

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.

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...

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...

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...

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....

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...