Audience
Companies searching for a solution to streamline processes, and tailor the client experience
About PureFacts Wealth Management
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.
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
PureFacts Financial Solutions
Founded: 1995
Canada
www.purefacts.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
PureFacts Wealth Management Frequently Asked Questions
PureFacts Wealth Management Product Features
Investment Management
Benchmarking
Supported
Client Management
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Accounting Management
Not Supported
Bonds / Stocks
Not Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Risk Management
Not Supported
