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
Vendor
PureFacts
Year Launched
2010
Location
Toronto, Ontario, Canada
Deployment
cloud, web browser
Training Options
Countries Served
All Countries
Languages
English
Users
Financial Advisors, Wealth Managers, Investment Analysts, Portfolio Managers, Compliance Officers, Relationship Managers, Client Support Representatives
Industries Served
Wealth Management, Asset Management, Financial Advisors
Tags
Revenue Management, Wealth Tech, Advisor Compensation, FinTech
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
Free trial
Free version
Request a quote
Promo Offer
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
1-888-596-9338