STORE VITAL CLIENT INFORMATION IN ONE PLACE
Choose the client relationship management software designed specifically for advisors. PureContacts lets you instantly access all your vital customer information, with portfolio views, transaction summaries, Know Your Client fields and client reports. Plus, you can create custom fields.
Fully integrates with multiple systems, so advisors can use one application for all their needs.
Easily access all customer information, financial data and the documents linked directly to them.
Advisors can focus on growing their book of business by strategically engaging with their customers.
“Eliminating the manually intensive and high-risk process of uploading statements was a big win for us. Now it’s all done with one click of a button.”MANAGER, INVESTMENT COUNSEL SERVICES
“We view this as a long-term relationship with a partner. Everyone understands my business and sincerely wants us to be successful.”DIRECTOR, SENIOR VP AND COO
“PureFacts has been a great business partner for us. We truly value the relationship.”CHIEF INFORMATION OFFICER