PureFacts Wealth Management

PureFacts Wealth Management

PureFacts Financial Solutions
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About

Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.

About

No one understands financial services data better than PureFacts. We've helped our clients to grow revenue, manage costs and mitigate risks for over 20 years. Streamline processes, tailor the client experience and capture more revenue. Extract insight from data so you can focus your efforts and create more value. Explore solutions from one of the most innovative AI Fintech and Wealthtech companies in the world. Make onboarding, goals-based investing and decumulating remarkably smart and easy. Technology that helps you streamline processes, tailor the client experience and capture more revenue. Implement revenue programs that account for every dollar of value that you deliver. Do it with less overhead and more automated, accurate and repeatable workflows. A hosted, highly integrated, flexible, scalable and reliable platform that merges with your existing tech stack so you get seamless upstream and downstream data flows.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients

Audience

Companies searching for a solution to streamline processes, and tailor the client experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BridgeFT
United States
www.bridgeft.com

Company Information

PureFacts Financial Solutions
Founded: 1995
Canada
www.purefacts.com

Alternatives

Alternatives

inStream

inStream

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Assetmax

Assetmax

Fimax AMS
FactSet

FactSet

FactSet Research Systems
FundCount

FundCount

FundCount Americas

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Plaid

Integrations

Plaid
Claim BridgeFT and update features and information
Claim BridgeFT and update features and information
Claim PureFacts Wealth Management and update features and information
Claim PureFacts Wealth Management and update features and information