Blog & Insights

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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 clients reassure their clients and provide the best possible advice. One of the ways we’re supporting wealth advisors is with free access to Canada's leading retirement income insights solution, Cascades Financial Solutions. Cascades empowers wealth management firms to enter the rapidly growing retirement decumulation space and grow their assets under management. We've recently taken an ownership stake Read More
Blog

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

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

Read More

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

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WealthTech 100: PureFacts recognized as innovative wealth technology leader

We’re honoured to be recognized as one of the 100 most innovative

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Prioritizing employee well-being in the virtual world

For many of us, a day in the office looks completely different

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Business transformation expert Rajini McRae joins as new President of PureFacts

All of us at PureFacts are pleased to welcome Rajini McRae, former

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Accelerate value creation with Artificial Intelligence

We provide mission-critical AI solutions for wealth management. Powered by Microsoft Azure,

PureFacts Client Forum 2018 Highlights

Wealth management software roadmap & product enhancements Agile release cycle, UAT automation,

PureFacts: New digital solutions overview

Our solutions enhance the advisor-client relationship and deliver amazing client experiences:  

PureFacts drives digital innovation for financial services

PureFacts is a fintech leader.   We turn digital disruption into a