Revenue management solutions for the wealth and asset management industry that help you, your clients and your partners grow. All from a global leader in technology.
Your growth acceleration starts here
PureLeads
Attract new revenue and improve time-to-client value with tools to help your advisors give more efficient wealth advice and exceptional service.
PureFees
Always accurate calculations and classifications that reduce risk, eliminate revenue leakage and increase transparency with clients.
PureCommissions
Automate complex calculations and streamline all aspects of commission management for rapid, reliable and transparent processing and reporting.
PureRewards
Help your firm achieve more by aligning incentive and performance compensation with business goals.
PureInsights
Harness the power of your data to gather actionable insights that will improve firm performance, advisor retention and client relationships.
Digital solutions across the enterprise
Intuitive data handling and guided workflows help advisors, operations teams and clients to collaborate more seamlessly than ever.
Data aggregation
Pull data from all your warehouses, custodians, in-house and partner systems to get an accurate view of your consolidated data
Data transformation
Perform complex calculations to derive key results and metrics from your source data
Data enrichment
Receive results from your data that are readily accessible from within your source system
Data reconciliation
Compare source data and audit calculated results to ensure accuracy across multiple platforms
API & batch processing
Efficiently process your daily data in bulk with real-time enrichment via API when required
Concerned about complexity?
Relax. Our technology easily fits into your tech stack and works with your data warehouse, custodian, in-house and partner systems.
Core banking & financial planning
Portfolio management, trading and custodian systems
Custodians
Customer relationship management
Market data
PureFacts’ business analysts really understood our reality and challenges while being always proactive. They’re quick on their feet and do the extra mile to fix accurately any temporary discrepancies with the application.
– VP, Wealth Management Solutions, National Bank Financial
Ready to talk?
Transforming your tech is easier than you think. Tell us about your goals and we’ll help you achieve them.
120 clients
Canada, USA & Europe
$1B
Fees calculated annually on the PureFacts platform
$10T
Total AUM on the PureFacts platform
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Canadian fintech selected for UK Trade mission
Gold Partnership