PureFacts Financial Solutions

oleh PureFacts Financial Solutions

PureFacts wealth management software

PureFacts is a total solution for enhanced portfolio management for wealth management. PureFacts provides best-in-class software, powered by Microsoft Azure, for billing, reporting, and digital experience. Digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals. Firms in Canada the U.S. rely on PureFacts for accuracy and ease of implementation. Key benefits include: SINGLE DATABASE: All our solutions are stored in one single repository, so your data is always consistent and secure. SEAMLESS IMPORT: Automated importers process large volumes of data from custodians and other sources with accuracy. SIMPLE MANAGEMENT: Easy-to-use administration and configuration tools manage users and other system options.