Technology that extracts insight from data so you can focus your efforts and create more value.
Your data transformed into actionable ideas
Cut the noise. Cue the knowledge.
Use AI and machine learning to pull valuable insights from mountains of data, including what clients need and which ones could be at risk of attrition.
Works with your data
Seamlessly integrates with your enterprise data warehouse, as well as core banking, financial planning, portfolio management, trading, custodian, CRM and market data systems.
.png)
Highly customizable
Comes with more than 40 out-of-the-box reports, plus it’s completely configurable for the individual reports, statements, and report packages your business, your advisors and your clients need.
Easy to use
Despite its world-class ability to parse and display data, the intuitive interface makes it easy for non-technical users to quickly produce high-value reports.
Saves time and money
Automate tasks that take up advisor time, gather valuable business insights, deliver useful information to clients, and do it all with the lowest total cost of ownership.
Key features
Download these fact sheets to learn more
Query market and investor data
Be able to responsively address investor questions as they arise. Support smart decisions that drive advisor and investor value.
AI and machine learning analytics
Access investor churn risk insights based on adjustable risk factors and tolerances. Leverage advanced insights that allow for proactive risk mitigation and enhanced service delivery.
Advisor dashboard and portal
Give advisors access to insights, templates and reports that assist them in delivering advice. Widget architecture allows each advisor to set personal preferences. Integrate it with your existing portal or let us host it for you.
Visually build custom reports
Customize more than 40 reports. Visual interface makes it easy to reorder sections, insert new sections.
Case Study + March 28, 2022
Empowering advisors to deliver
A major wealth manager wanted to differentiate their offering to the advice channel. Here’s how they gave advisor access to reporting tools and AI insights to help them save effort, deliver expectation service and retain more clients.
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
.png)
Canadian fintech selected for UK trade mission
Gold partnership