Double Your Organic Growth Rate with Revenue Performance Management

Turn disconnected revenue processes into a coordinated system for growth, profitability, and scale by consolidating Pricing, Compensation, and Fees on a single Revenue Book of Record.

The Problem: Pricing is sub-optimally designed and executed. Compensation is misaligned with strategy. Billing infrastructure is antiquated. Incentives are not aligned. Systems are disconnected. The result: millions are lost from the business. The cost of fragmentation is real.

Fragmented revenue systems quietly suppress growth.

Most firms are not held back by a lack of talent. It’s due to their systems not being built to work together.

PRICING

10–15%

revenue improvement available

through pricing discipline alone

Cerulli Associates, 2025

COMPENSATION

5%

of advisor's time wasted understanding

and validating compensation

PwC Asset and Wealth Management Survey, 2024

BILLING

2–5%

of revenue lost annually

to operational leakage

McKinsey, 2024

2x to 3x Organic Growth Rate

through Revenue Performance Management.

Manage revenue as a connected performance discipline, not in silos.

Revenue Performance Management is the discipline of designing, capturing, distributing, measuring, and optimizing revenue across the full revenue lifecycle. For wealth and asset management firms, it connects commercial strategy to the operational systems and technology decisions that support it.

Strategy
Alignment
Execution
Transparency
Governance
Intelligence
REVENUEPERFORMANCEFRAMEWORK

One platform.
One growth foundation.

The Platform

Three modules. One operating system.

Practice Management, Compensation, and Fees & Billing sit on top of the Revenue Book of Record, each pulling from the same data, eliminating reconciliation gaps and giving leaders a single, consistent view of revenue performance.

Explore the Platform
PracticeManagementCompensationFees &BillingRevenue Bookof Record
The Modules

Built for every dimension of revenue.

The Foundation

Revenue data, unified into your one source of truth.

The Revenue Book of Record consolidates every client, account, contract, and pricing rule across your entire firm. Every downstream calculation, billing run, and payout flows from one authoritative, always-current foundation.

Custodians, CRM, and portfolio data connected
Contracts and pricing logic centralized
Audit-ready at every stage
Custodians
Portfolio Management
CRM
Trading Platform
Accounting Systems
Billing Systems
Compensation Systems
Customer Data Lakes
Revenue Book
of Record

Trusted by leading financial firms worldwide

Don’t just take our word for it. The world’s most demanding financial firms have recovered $525M of revenue, relying on PureFacts to protect and grow their revenue every day.

$0T+
Assets Under Administration
$0B+
Fees Calculated Annually
0M+
Automated Actions Per Year

Grow Profitable Revenue

Connect pricing, billing, compensation, and insights to drive faster growth and stronger profitability.

Improve Control

Connect revenue data, workflows, and decisions in one trusted foundation. One version of the truth.

Reduce Leakage

Capture more of the revenue your firm has already earned with stronger controls, cleaner data, and governed execution.

Discover the hidden revenue opportunities inside your firm.

A Revenue Performance Assessment helps identify where revenue, margin, advisor productivity, and enterprise value may be trapped inside disconnected systems.

Book a Consultation

Trusted by leading financial firms worldwide.