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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 referring to millennials. In fact, women are the “new” investors that will have the greatest impact on financial wealth in Canada in the near term. Over the next decade, a massive amount of wealth is going to be managed by women of all ages. By 2026, women will control almost 50% of all financial wealth in Read More
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Women investors: how this powerful new generation will impact wealth

Whenever advisors talk about a powerful new generation of investors, the assumption

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Overcome digital transformation challenges for wealth management

Digital transformation is a strategic priority for most wealth management firms, yet

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Top technology trends driving client engagement

When it comes to improving client experience,  many wealth management firms have

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Improve client engagement with technology

We’ve been hearing about the wealth-management industry’s digital transformation for years now.

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Want digital transformation success? Choose the right strategic partner

Are you a financial services firm looking to fend off digital upstarts

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PureFacts Client Forum 2018 Highlights

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

PureFacts: New digital solutions overview

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PureFacts drives digital innovation for financial services

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