PureFacts’s Revenue Management platform optimizes fee billing and advisor compensation workflows, lifting top line revenue by up to 10%
Revenue should be precise, yet many firms still rely on spreadsheets and manual workarounds, causing value loss through pricing inconsistencies, billing errors, and disputes even as stakeholders expect perfection.
“In recent RIA surveys, 74% of advisors say poor technology integration is a major pain point, and 67% have actually lost clients because of it.”
— Advisor360, Connected Wealth Report
“Fidelity’s RIA Benchmarking data show that 89% of firms over $1 billion in AUM now discount their stated fees, highlighting how common ‘give-away’ pricing has become.”
— Fidelity RIA Benchmarking Study (via PlanAdviser)
“Consultants citing EY research estimate that firms routinely lose 1–5% of EBITDA to revenue leakage from billing errors, mis-priced contracts, and data gaps.”
— EY revenue-leakage analysis
“Pegasystems’ latest research finds the average large enterprise now wastes more than $370 million every year because legacy systems and technical debt slow modernization.”
— Pegasystems / Savanta global technical-debt study
“Schwab’s 2024 RIA Compensation Insights study found RIAs that use performance-based incentive pay grew revenue 51% faster over five years than firms without such incentives.”
— Charles Schwab RIA Benchmarking / Compensation Insights Study
“In 2023, FINRA collected about $71 million in fines tied to billing errors and misaligned compensation, putting fee accuracy firmly in regulators’ crosshairs.”
— FINRA enforcement data
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By unifying fees, billing, and advisor compensation in one platform, PureRevenue helps firms capture up to 10 percent more top line revenue, align advisors and executives around the same numbers, and translate that lift into measurable profit and enterprise value.
“At one global asset manager, implementing real-time compensation dashboards and payout transparency cut advisor-compensation disputes by 85 percent.”
— PureFacts client case study
“Morgan Stanley and Oliver Wyman estimate that a typical 500 billion dollar asset manager can unlock roughly 50 million dollars in extra revenue by adopting a more disciplined pricing framework.”
— Morgan Stanley / Oliver Wyman, Global Wealth and Asset Management Report
Handle every fee logic, breakpoint, exemption, and compensation rule within a single trusted engine.
“Studies of finance operations show that automating billing and document processing can reach around 99 percent accuracy while cutting processing costs by 60 to 80 percent.”
— IOFM, Ardent Partners and Deloitte finance automation research
Align advisor incentives with enterprise objectives through structured payout, tracking, and transparency.
Spot leakage, identify anomalies, and surface opportunities for margin expansion and operational efficiency.
PureRevenue unifies fee calculation, billing, compensation, and analytics into one trusted system for wealth and asset management. So you can run cleaner operations, reduce risk, and show clear value across every account.
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Let PureFacts help you accelerate your growth, unlocking millions in additional revenue.
