Solution introduction

Provide transparent, trustworthy advisor compensation at scale, with clear logic behind every payout

Reduce disputes and noise so advisors can focus on their clients while you align incentives with profitable growth

PureRewards is PureFacts’ advisor compensation engine, built to manage even the most complex payout structures with the same rigor and control you expect from fee billing. It centralizes compensation logic in a configurable platform so firms can design, administer, and govern sophisticated plans across products, channels, and entities without relying on spreadsheets or hard-coded rules.

At its core, PureRewards separates plan design, calculation, and payout execution into clear, auditable steps. Firms can model and deploy different grids, bonuses, trails, and incentives for multiple advisor segments, while keeping a single source of truth for how compensation is earned. Once rules are configured, the engine automatically calculates payouts each cycle using consistent data and logic, reducing manual intervention and exception handling.

PureRewards also connects compensation to the broader revenue lifecycle. It consumes output from fee billing systems, trade and account data, and other revenue sources, then produces advisor-level statements, finance feeds, and reporting that align payouts with actual revenue and firm strategy. Advisors gain a transparent view into how they get paid, while leadership gains confidence that incentives reinforce profitable growth rather than undermine pricing discipline.

Because it is built for enterprise scale, PureRewards handles large advisor populations, multiple entities, and complex hierarchies without sacrificing performance. It supports governance controls, approvals, and audit trails so firms can demonstrate how compensation was determined in detail, an increasingly important requirement in today’s regulatory and fiduciary environment.

Together, these capabilities turn advisor compensation from a fragile patchwork of rules and workarounds into a robust, controllable system that supports growth, alignment, and advisor trust.

Benefits

 

PureRewards helps wealth and asset managers treat advisor compensation as a strategic lever, not just an operational obligation. By standardizing plans, improving transparency, and aligning incentives with firm goals, it strengthens both performance and relationships.

Align incentives to profitable growth
PureRewards enables firms to design compensation plans that reward the outcomes they actually want: disciplined pricing, fee-based growth, targeted product mix, and strong client retention. When incentives are clearly tied to profitable behaviors, advisors are less likely to discount reflexively and more likely to focus on long-term, high-value relationships.

Increase advisor trust and satisfaction
Transparent, accurate, and timely compensation builds confidence. With clear statements and drill-down detail into how each payout was calculated, advisors spend less time questioning their pay and more time serving clients. This reduces noise for leadership, supports retention, and helps position the firm as a destination of choice for top talent.

Reduce operational friction and risk
Manual compensation processes are error-prone and resource intensive, especially as plans and channels multiply. PureRewards automates complex calculations and supports straight-through processing from data ingestion to payout, reducing breaks, adjustments, and fire drills at cycle close. Admin teams can support more plans and more advisors without proportional increases in headcount.

Improve governance, compliance, and auditability
Regulators and boards increasingly expect firms to demonstrate that compensation aligns with client interests and firm policies. PureRewards provides the governance structures, approvals, and audit trails needed to show how each plan works and how each payout was determined. This strengthens the firm’s risk posture and makes exams and internal reviews more efficient.

Support change and growth without disruption
As firms grow through M&A, expand into new channels, or refresh their compensation philosophy, PureRewards provides a flexible foundation for change. New plans and structures can be modeled, tested, and rolled out without rebuilding underlying systems, allowing the business to evolve incentives in step with strategy.

Net result: PureRewards turns advisor compensation into a consistent, trusted, and strategically aligned system, helping firms drive the right behaviors, reduce operational noise, and give advisors confidence to focus on what matters most, their clients.

 

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