Your growth acceleration starts here 

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. 

Ready to talk?

Transforming your tech is easier than you think.
Tell us about your goals and we’ll help you achieve them.



Attract new revenue and improve time-to-client value with tools to help your advisors give more efficient wealth advice and exceptional service.



Always accurate calculations and classifications that reduce risk, eliminate revenue leakage and increase transparency with clients.



Automate complex calculations and streamline all aspects of commission management for rapid, reliable and transparent processing and reporting.



Help your firm achieve more by aligning incentive and performance compensation with business goals.



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

Three Filled

Concerned about complexity?

Relax. Our technology easily fits into your tech stack and works with your data warehouse, custodian, in-house and partner systems.

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


Fees calculated annually on the PureFacts platform


Total AUM on the PureFacts platform

Property 1=WealthTech (2)
Property 1=InternationalTrade

Canadian fintech selected for UK Trade mission

Property 1=AIFintech
Property 1=Microsoft

Gold Partnership