AD HOC REPORTING FOR CLIENTS DOESN’T GET ANY EASIER
Advisors and Operations teams can spend considerable time creating similar, one-off reports for multiple customers. PureReports improves productivity by generating personalized reports in seconds, on the fly.
Generate reports tailored for your stakeholders. Select only the data and content you want to display.
Customize your branding for a consistent look and feel across all reporting.
Choose from 23 configurable reports for management, advisors and 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