How a Leading Wealth Manager Unlocked Over $13M in Annual Value by Replacing Legacy Infrastructure
Client Profile: A prominent North American wealth management firm with $90 billion in AUM. The Challenge: Aging Technology Eroded Trust and Blocked Growth The firm’s forward momentum was constrained by aging technology. Its inflexible legacy infrastructure could not support strategic objectives and created critical pain points: The Solution: A Strategic Migration to PureFees The firm partnered with PureFacts to strategically replace its core legacy billing application with PureFees. This solution delivered a modern, flexible foundation for growth: The Results: Rapid ROI and a New Strategic Asset The implementation of PureFees transformed the firm’s revenue management from a manual cost center into a strategic, automated asset.
How a Leading European Financial Institution Unlocked ~€1M in Value and Modernized Fee Operations
Client: A leading European financial services provider with over €200 billion in AUM and a nationwide advisor network. The Challenge: Constrained by Legacy Tools The institution’s fee and rebate operations were functional but were being constrained by legacy tools and manual workflows. This created significant challenges: The Solution: A Unified Platform for Fees and Rebates The firm implemented PureFees by PureFacts as its single, automated platform for all fee and rebate data, calculations, and reporting. This new centralized system delivered: The Results: Reduced Risk, Unlocked Revenue By standardizing on PureFees, the institution moved from a reactive model to a proactive one , preventing issues rather than correcting them.