PureFacts Financial Solutions

PureFacts Financial Solutions

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Industry
Financial Services
Company size
168 people
Headquarters
Toronto, Ontario +4 more
Founded
2010
Type
Privately Held
Total funding
$61.1M

We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent costly mistakes and find optimization opportunities. We are global, with headquarters in Toronto Canada, and a presence in the USA, UK, Continental Europe and Asia Pacific regions. PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.

Fee Calculation Ad-hoc Reporting Client Statement Generation Data Aggregation Data Analysis Wealth Consulting Process Optimization Regulatory Compliance Advisor Research Advisor Training digital transformation UX strategy

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