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We’re proud of our clients

Some of the best names in the industry rely on us to help them achieve their goals. We work with large banks, independent broker dealers, custodians and high net worth firms across Canada, USA, and Europe.

We recommend PureFacts as a strong partner that will work alongside clients to deliver successful business solutions.

- SVP, Head of Operations, Canaccord

PureFacts’ business analysts really understood our reality and challenges while being always proactive. They’re quick on their feet and do the extra mile to fix accurately any temporary discrepancies with the application

– VP, Wealth Management Solutions, National Bank Financial

PureFacts has the tech and development expertise we need with creative, nimble people who listen to our requirements and know how to translate product into a powerful business solution.

– President and Chief Investment Officer, WBI

How we help

Grow revenue

A major bank grew revenue by 65% in 5 years by launching a new fee-based program to accurately and reliably calculate fees.

Increase advisor productivity

A major bank improved advisor experience with a reporting solution that integrated 20+ systems including Charles River and Salesforce.

Retain clients

A wealth management firm reduced its investor attrition rate by focusing on the clients with the highest likelihood of leaving.