Case study 31 Oct 2020 Empower advisors to tackle tough fee conversations Challenge Advisors were concerned about having client conversations about fees - unsure about how to justify the value they provide.… PureFacts
Case study 31 Oct 2020 Enterprise software upgrade & data conversion: two major projects, one big success Challenge Upgrade their existing PureWealth platform to the next generation release to benefit from the latest and improved version of… PureFacts
Case study 31 Oct 2020 Ignite advisor access with a transformative app Challenge Fidelity wanted to arm its independent advisors with a powerful Compendium Mobile App. Solution A strategic Ignite (strategy) engagement… PureFacts
Case study 31 Oct 2020 Deliver a superior client experience online and in print Challenge Long-time user of PureFees and one of the few providing goals-based investing. Wanted to solve operational challenges, create better-looking… PureFacts
Case study 31 Oct 2020 Simpler, faster implementations for enhanced client statements: Powered by Microsoft Azure Challenge How to generate better-looking statements while eliminating the ever-increasing costs and time-consuming maintenance of on-premise hosting. Solution Partnered with… PureFacts
