PureFacts Financial Solutions

06/08/2023

We are excited to announce the collaboration between PureFacts and Pershing X a new business unit of BNY Mellon - Pershing, bringing transformative changes to the Wove wealth management platform. This partnership enables wealth management firms on the Pershing X platform to benefit from enhanced accuracy, efficiency, and automation in fee and billing calculations

PureFacts’ fee and billing calculation engine to be integrated into existing wealth platform

03/30/2023

Just in: PureFacts is excited to share that we’ve acquired Xtiva Financial Systems. Together we’re poised to revolutionize revenue management for the wealth management industry. Read more about how we're coming together here: https://bit.ly/3TUAlJy

04/20/2022

Purefacts was awarded WealthTech100 innovation leader

The fourth annual WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global.

03/15/2021

Top 30 AI influencer Mehrnaz Shokrollahi - PhD, Senior Data Scientist at PureFacts will speak at Toronto Machine Learning Summit March 23. Her presentation “Financial Client Churn Detection Using Computer Vision” profiles how PureFacts solves the problem of client churn for wealth and asset management sectors.

A top 30 AI influencer, PureFacts’ Mehrnaz Shokrollahi presents “Client Churn Detection Using Computer Vision” at Toronto Machine Learning Summit

03/11/2021

We celebrate the accomplishments of WP Top 50 advisors of 2020. What 32 of them have in common is they all use our PureFacts fees and billing or reporting solutions. We're honoured to support Canada’s Top Advisors with our suite of industry-leading wealthtech solutions.

Wealth Professional presents the seventh annual Top 50 Advisors. Of Canada’s Top 50 advisors, 32 of them use our PureFacts fees and billing solutions. 

03/08/2021

This International Women's Day we the unconscious biases we all have that affect our interactions with others – to recognize them and go beyond them. At PureFacts we encourage diversity of thought and celebrate the achievements of all the women leading innovation on our teams.

03/01/2021

Financial services firms are using AI to create smart trading platforms and identify client needs. AI components such as machine learning and natural language processing use algorithms to analyze and learn from large amounts of data.

Financial services firms are using AI to create smart trading platforms and identify client needs

02/26/2021

Practice management expert says offering a fee audit for clients will provide clarity and transparency. Look at the total amount of fees they paid and at the benefits they received, like dollar gains, tax planning gains, estate planning gains and advice gains. Then list the intangible benefits they received, such as peace of mind, comfort, simplicity, and trust.

Practice management expert says offering a fee audit will also provide clarity and transparency

02/25/2021

Environmental and social issues are expected to dominate proxy season, and ESG disclosure standards are on the way. 2021 is set to be a watershed for sustainable finance in Canada as the federal government and financial industry stakeholders double down on climate-conscious policies and practices. Here are six key trends that will shape Canada’s sustainable finance landscape.

Environmental and social issues are expected to dominate proxy season, and ESG disclosure standards are on the way

02/24/2021

Implementing digital wealth management solutions can be tempting for many companies. However, the choice of whether you should build your own, enlist vendors or mix the two approaches is far from easy to make.

Implementing digital wealth management solutions can be tempting for many companies. However, the choice of whether they should build their own, enlist vendors or mix the two approaches is far from easy to make. That's why Swedish WealthTech100 startup Kidbrooke has devoted its latest blog to this t...

02/24/2021

Investment Executive Special Report On Technology 2021 helps executives stay on top of tech trends to take their business to the next level.

Staying on top of trends in technology is essential if you want to take your business to the next level.

02/23/2021

A top trend impacting wealth management is the disruption of technology that will put pressure on fees/margins. As a WealthTech100 company, we’re innovating in the wealth management space and helping companies explore new solutions for fees & billing.

Published: January 18, 2021. The year 2020 was a strange year indeed. To use the term used once by Queen Elizabeth “Annus horribilis’ would be an apt description of the year we have left behind.