PureFacts

PureFacts Financial Solutions Inc. provides a range of technology solutions to assist advisors and financial institutions in enhancing client relationships and improving financial planning. Their suite of products caters to financial institutions and advisors of various sizes, from small independent firms to large enterprise-level organizations. Professionals in the financial advisory, wealth management, retirement planning, insurance, and asset management industries rely on PureFacts' technology to streamline operations and deliver a better client experience.

Key Features

Decumulation Technology: PureFacts' decumulation technology revolutionizes retirement income planning by seamlessly integrating into enterprise systems. Advisors can create personalized retirement income plans based on client goals and financial circumstances.

Shared Screen Experience: PureFacts technology offers a collaborative "shared screen" experience for real-time sharing of financial plans and investment proposals, fostering transparency and trust between advisors and clients.

Next Generation Reports: PureFacts' PureReports technology utilizes artificial intelligence and data visualization to deliver intuitive and interactive reports. These reports provide comprehensive insights into clients' financial portfolios, investment performance, and progress towards goals.

Commission Management: PureFacts technology automates complex commission calculation, payment, and invoicing processes, streamlining commission management for financial institutions and advisors with accuracy and reduced administrative burdens.

Fee Management: PureFacts technology simplifies fee calculation, payment, and invoicing processes, allowing advisors to define fee structures, track payments, and generate fee statements for clients, ensuring transparency and accurate fee calculations.

Insights: PureFacts technology leverages advanced analytics and machine learning algorithms to provide valuable insights into clients' financial data. Advisors can use these insights to personalize advice, optimize investment strategies, and proactively address clients' financial needs.