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 leaking pipe or roof is about the last thing they want to discover. Car owners grow frustrated that a...
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PureFacts
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...
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...
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...
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...
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.
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...
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...
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...
Help your clients make better decisions
Behavioural economics provides a framework for advisors to help direct clients to make decisions...
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...