Technology that makes onboarding, goals-based investing and decumulating remarkably smart and easy.
Your advice delivered in ways that delight
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.
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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Key features
Download these fact sheets to learn more
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.
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> 100 clients
Canada, USA & Europe
$1 billion
Fees calculated annually on PureFacts’ platform
$1 trillion
Total AUM on the PureFacts platform
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Canadian fintech selected for UK trade mission
Gold partnership