Take control of your client data. You have a lot of powerful data scattered throughout your organization and systems. With the PureWealth Client Relationship and Wealth Management system, consolidate your client data and integrate it with your Portfolio Management System to make all of your customer data work to your advantage.
PureFees Fee Calculation System simplifies and automates the fee management process so asset managers can effortlessly offer tailored fee schedules to suit all of their clients’ needs. Put PureFees’ unparalleled speed, flexibility, and reliability to work for you, so you can devote more time to your clients.
Satisfy your clients demands for greater insights into their portfolios by taking advantage of PurePerformance's fast and accurate calculation engine. PurePerformance allows your internal analysts to keep the big picture in mind when analyzing client performance, ensuring that you remain on-track to meet your clients goals. Confidently report GIPS-compliant performance numbers. Use standard valuation methodologies, including Modified Dietz and Daily Valuation.
News
VP, Richard Pooran discusses CRM at ICAC Conference in Toronto
Taking part in a panel discussion, Mr. Pooran presented creative solutions to managing limited IT budgets while meeting operational and compliance demands.
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The Lynxdev family of products and services is now under our new identity, PureFacts Financial Solutions.
Click here to read about our decision to rebrandClient Success
Burgundy improves Customer service and performance with PureFacts Financial Solutions
Burgundy needed an integrated system that captured all of their transactions, holdings, and client relationship data in one place. This system needed to be scalable - to help with growing volume of data, more user-friendly, and needed to improve efficiency and productivity as Burgundy wanted to grow without increasing employee headcount.
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