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.
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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.
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.