Your advice delivered in ways that delight

Technology that makes onboarding, goals-based investing and decumulating remarkably smart and easy.



Ready to talk?

Transforming your tech is easier than you think.
Tell us about your goals and we’ll help you achieve them.


Land the clients. Keep the clients.

Make onboarding painless and deliver a lifetime of personalized advice. It translates into better client outcomes and stickier relationships.

Fact sheets

Key facts about Pure Retirement Income and Pure Goals Based Investing. Great for an at-a-glance summary.




Digital onboarding is expected

Technology has trained everyone to expect instant gratification. Our digital onboarding tool allows advisors to meet this expectation, doing in an hour what used to take days or weeks.

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Goals run deeper than just retirement

Clients can have complex visions, especially when couples and families are involved. Our goals-based investing tool empowers advisors to uncover compelling needs and goals, personalize the journey and develop deeper relationships.

Decumulation is the future

Virtually every client will decumulate at some point. Our decumulation tool not only takes massive planning effort off the plates of advisors, it can also help uncover additional client assets and generate thousands in client savings.

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Drives acquisition and retention

Advanced analytics, powered by machine learning and artificial intelligence, deliver client insights that can guide advice, enhance value, and drive more client acquisition and retention.

Deepens relationships

Goals-based investing shifts the focus away from financial targets and towards life objectives, leading to more natural conversations about investor needs and potential product solutions.

Easy to work with

Guided workflows get everyone up to speed quickly. Transparent processes make it easy to see what is happening and why.

Delights clients

Client interfaces are fast, intuitive, compatible with mobile and desktop devices and deliver personalized experiences on par with the best digital brands.

Highly efficient

Automation removes inefficiencies, reduces errors and reduces processing time. Total cost of ownership is kept low because operations staff don’t have to pick up any slack.

Case Study + March 28, 2022

Enhancing the advisor experience

A global wealth manager wanted to deepen their relationships with the advice channel. Here’s how they gave advisors new tools to engage with their clients and expand their share of wallet.

Ready to talk?

Transforming your tech is easier than you think.
Tell us about your goals and we’ll help you achieve them.

> 100 clients

Canada, USA & Europe

$1 billion

Fees calculated annually on PureFacts’ platform

$1 trillion

Total AUM on the PureFacts platform

Property 1=WealthTech (2)
Property 1=InternationalTrade

Canadian fintech selected for UK trade mission

Property 1=AIFintech
Property 1=Microsoft

Gold partnership