PureFacts Wealth Management Suite
The PureFacts Wealth Management Suite is the comprehensive solution for your wealth management business. Built specifically for the industry, it provides wealth management professionals with a framework for improving performance, enhancing client service, and managing growth.
The Wealth Management Suite is a full-service family of products that integrate seamlessly with your existing systems. Each component of the suite works in concert to ensure your staff delivers enhanced customer service more efficiently and effectively.
Wealth Management
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 this crucial client data and integrate it with your Portfolio Management System to make all of your customer data work to your advantage. ...read more
Fee Calculation
PureFees 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. ...read more
Performance
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. ...read more
Client Statements
Perfectly represent your brand and give your clients the individual attention they demand with sophisticated, personalized client statement packages. PureStatements will save you time and money by automating the logistical and operational challenges of client statements. ...read more
Portfolio Modeling
Efficiently manage your ever-growing book of business with PureModels. Easily build sophisticated models and use them to execute wealth management strategies. Efficiently rebalance all of your portfolios with PureModels, and let it automatically account for all restrictions and exceptions. ...read more
Client Access Website
PurePortal is a proven platform that will allow you to quickly and confidently offer your clients anytime, anywhere access to their account information via a secure web portal. PurePortal reflects your brand, and it allows you to combine documents and client data into a rich and complete online experience that is personalized for each user. ...read more
Please contact us for more information
Toronto:
416.598.1241
Toll Free:
1.888.596.9338
By Email: