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.
Industry
Financial Services, Activities Related to Credit Intermediation, Finance and Insurance
HQ Location
48 Yonge St
Suite 400
Toronto, Ontario M5E 1G6, CA
Keywords
Fee CalculatioAd-hoc ReportingClient Facing PortalClient Statement GeneratioContact Relationship Management (CRM)Performance CalculatioData AggregatioData AnalysisPortfolio AccountingWealth Consulting