PureFacts is a specialized global provider of wealth and asset management solutions, with personnel in 13 countries speaking 18 different languages. PureFacts was recognized as a WealthTech100 Company and a Great Canadian Innovator, as it offers asset management and enterprise wealth management solutions to the financial services sector in North America, Europe, Asia Pacific, the Middle East, and Africa. Their goal is to provide valuable wealth solutions that enable individuals to lead the greatest possible lives. PureFacts offers revolutionary WealthTech solutions to their clients, utilizing their skills in complicated computations, artificial intelligence, machine learning, and wealth management data aggregation to future-proof their organization and spur growth.

PureFacts has a laser-like focus on the technology that their clients require to enhance their operations and customer experiences. In order to create a solid future and offer their clients the best value, they've teamed up with affiliates and leaders in the field that have complementary abilities, talents, and knowledge.

Since 2010, PureFacts technology has assisted over 120 financial service firms in increasing income, streamlining procedures, and cutting expenses. PureFacts believes that their client’s success directly affects their success. PureFacts is devoted to their business objectives and are reachable, from their founder to their leaders and developers.

With pure intentions, the possibilities are endless

PureFact’s corporate citizenship program gives individuals in need access to work, housing, food, and education so that everyone can get on in life. They think that by investing in communities, they can create a flywheel that, one small step at a time, will bring prosperity. They believe they can uplift people and enable them to pursue education by assisting them in meeting their fundamental necessities. 

Growth acceleration starts with PureFacts solutions

PureFacts provides solutions for revenue management in the asset and wealth management sectors that support the expansion of everyone from world-renowned technological leader. Their solutions vary across a wide sector, some of which are mentioned below:

1. PureLeads: Financial guidance that attracts new customers

PureLeads utilizes solutions that enable advisors to provide outstanding service and more effective wealth advice in order to increase revenue and time-to-client value.

Lead creation can be challenging for wealth and asset management companies in the competitive market of today. But a company may provide unique, successful wealth advice that stands out from the competition if it has the resources to more quickly, simply, and accurately comprehend client investment goals.

Through PureLeads, companies can demonstrate to prospective clients right away that their company is about more than just business transactions. Their wealth managers and financial advisors can improve client satisfaction and the quality of their advice by utilizing PureFacts' pre-made, user-friendly tools. Clients will be able to tell right away how much time and attention a company puts into providing outstanding client experiences, thanks to an easy-to-use, modern interface and guided workflows.

PureLeads also boosts advisor output without sacrificing quality by becoming more productive. The goals-based investing platform PureFacts helps advisors make insight-driven decisions to optimize value and increase retention by precisely capturing the distinct investment goals and ambitions of potential customers.

2. PureCommissions: Rapid and reliable commission calculations

PureCommissions involves being quick, dependable, clear processing and reporting, automate intricate computations and simplify every facet of commission administration.

With PureCommissions it is easy to simplify the management of commission and retrocession in every way possible. Commission computations, processing, and reporting are transparent, accurate, and automated with PureFacts. Give up spending time switching between platforms, companies can now handle commissions, invoicing, and refunds from a single, central location using the PureFacts platform.

Bid farewell to intricate, labor-intensive, and prone-to-error chores like accruals, reconciliations, and the computation of fees and commissions for accounts receivable and payable. Calculations are automatic and consistently precise when using PureFacts. Any rule, condition, exclusion, or exception — including flexible tariff and discount management — can be handled by PureFacts solutions.

3. PureInsights: Data transformed into actionable insights

Utilize data's potential to obtain insights that may be put to use to enhance client connections, advisor retention, and firm success with PureInsights.

By utilizing the complete potential of data, reporting should be precise, informative, and predictive in order to generate greater value for clients, firms, and advisors. More than 40 pre-built reports that are fully customizable to meet the specific needs of a company, their advisors, and their clients are included in the PureFacts platform.

The PureFacts reporting solution's user-friendly interface makes it simple for non-technical people to swiftly generate valuable insights. It is designed to assure maximum productivity.

PureInsights also boosts revenue and improves customer interactions by giving advisors access to information, templates, and reports that help them give counsel. With the help of widget architecture, any adviser can customize settings that are either hosted by PureFacts or linked with a current portal. 

Technology thinkers who empower builders

Rob Madej is the Chairman, Founder and CEO of PureFacts. 

“PureFacts’ goal is to create meaningful solutions for the wealth industry that enable our clients to help their clients live their best lives possible.”