PureFacts
A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals.
What is PureFacts?
PureFacts provides a full suite of wealth management software, along with consulting and custom digital solutions to help financial services firms increase productivity, reduce costs and create exceptional client experiences at every touchpoint. Firms in Canada and the U.S.A. rely on PureFacts for data accuracy and ease of software implementation. Our digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals.
Screenshots
Video
Categories
Features
Benchmarking
Client Management
Investments Tracking
Performance Metrics
FAQ
The official website of PureFacts is https://www.purefacts.com/
PureFacts provides a full suite of wealth management software, along with consulting and custom digital solutions to help financial services firms increase productivity, reduce costs and create exceptional client experiences at every touchpoint. Firms in Canada and the U.S.A. rely on PureFacts for data accuracy and ease of software implementation. Our digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals.
PureFacts belongs to the Investment Management category.
PureFacts offers features such as Benchmarking, Client Management, Investments Tracking, Performance Metrics.
No, PureFacts does not offer a free trial.
Pricing
Starting at:
$3000/per month
Free Trial Available