PureFacts Financial Solutions
HQ Address
48 Yonge St, Suite 400, Toronto, Ontario M5E 1G6, CA
Website Address
Business introduction
Wealthtech Enterprise Solutions
Operational efficiency. Scalable success. Augmented Intelligence
Who we are
We’re math geeks, wealth management data experts and AI innovators. We’re passionate about building meaningful wealthtech solutions that enable our clients to help their clients live their best lives.
Our vision
Worldwide wealth. We believe in a world where the opportunity to create wealth is accessible to all..
Our mission
To create meaningful wealth solutions that help people live their best lives. Always striving to create valuable solutions for our clients inspires us to innovate and explore.
Our nexus of innovation
We have a relentless focus on client success and innovation. To shape a strong future and provide the best value for our clients, we’ve partnered with industry leaders and affiliates with complementary skills, strengths and expertise.
PureFacts Financial Solutions Solutions
Augmented Intelligence Solutions
At a glance ~10 weeks - instead of ~12 months to implement a repeatable machine learning prediction. $0 R&D investment - leave the expensive AI R&D to us. We have a menu of out-of-the-box solutions ready to be implemented. 100% - of AI science projects are simply science projects. Our solutions integrate with your technology......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Investment Platforms & Tools
Client & Enterprise Reporting
At a glance $300K/yr back office savings - annual savings for a large bank using our reporting solution. 1M+ reports created annually - our clients' customers rely on our reports and statements to understand their financial wellness. 30+ standard reports - highly configurable library of reports designed for clients, advisors and management teams. 2,000+ advisors - so many......
business needs
view solutionCRM & Data Consulting
At a glance 80+ customers delighted 450+ projects completed 5/5 Star AppExchange rating 140.6+ miles of whiteboard How we help Expert guidance throughout your CRM project lifecycle We are big thinkers who know how to roll up our sleeves and get it done. Whatever your goals are, we ensure your success along the way, from business case......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
Fees & Billing
At a glance 65% revenue growth over 5 years - a large bank launched a new fee-based program on our platform. 60% of top 50 Canadian advisors - they rely on us to accurately calculate their fees and prevent revenue leakage. 0 regulatory fines - none of our clients have been fined by regulators for incorrectly......
