About PureFacts
PureFacts is a revenue management and billing platform for asset management firms. It streamlines complex processes such as fee calculation and advisor payouts, bringing structure and accuracy to financial operations.
PureFacts is a revenue management and billing platform for asset management firms. It streamlines complex processes such as fee calculation and advisor payouts, bringing structure and accuracy to financial operations. For CFOs and operations leaders, its value lies in ensuring accurate revenue collection and correct advisor compensation, reducing errors and improving financial oversight. It is a robust, AI-powered platform that helps organizations manage back-office functions more efficiently and use them to support overall business performance.
Pros & Cons
- Its AI identifies trends and suggests proactive business improvements.
- Automating compensation reduces disputes and allows advisors to focus 100% on client growth.
- It handles massive enterprise data loads without error.
- The depth of reporting options will require dedicated training for administrative staff.
- Not suitable for small RIAs or individual practitioners due to its enterprise-grade cost structure.
- The initial data mapping and implementation phase can be lengthy.
Features
Key features
Generates defensible, transparent invoices and reports to satisfy regulatory requirements like SEC and OSC audits.
Predictive algorithms that suggest optimal pricing models to protect margins from "fee compression."
Uses AI to identify "Revenue Leakage" and provide benchmarking against industry standards.
Automates the calculation of advisor commissions and performance-based incentives to reduce manual errors.
A high-precision engine that calculates complex, multi-tier fees across various portfolios and exclusion rules.
Additional features
Consolidates data from disparate systems into a single system of record for revenue.
Indicators that track application, system, and team performance.
Digital tools to align client portfolios with specific financial milestones.
Basic CRM-style contact and communication tracking for billing purposes.
Mobile-friendly interfaces for advisors to track their earnings and performance.
Accurate categorization of assets to ensure the correct fee logic is applied.
Integrated tools for faster client account setup.
Automatically groups accounts by household for breakpoint and discount calculations.
Real-time visibility into firm-wide AUM and revenue trends.
Eliminates manual spreadsheets and workarounds for 72% of firms.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About PureFacts
PureFacts is a revenue management and billing platform for asset management firms. It streamlines complex processes such as fee calculation and advisor payouts, bringing structure and accuracy to financial operations.
PureFacts Details
PureFacts's In-App Market Place
Does PureFacts have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- Its AI identifies trends and suggests proactive business improvements.
- Automating compensation reduces disputes and allows advisors to focus 100% on client growth.
- It handles massive enterprise data loads without error.
- The depth of reporting options will require dedicated training for administrative staff.
- Not suitable for small RIAs or individual practitioners due to its enterprise-grade cost structure.
- The initial data mapping and implementation phase can be lengthy.
PureFacts's Support Options
Email Address
info@purefacts.comContact
1-888-596-9338PureFacts's Alternatives
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