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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
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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.