Capco and PureFacts announce strategic partnership
Capco and PureFacts Announce Strategic Partnership to Transform Revenue Optimization for Wealth & Asset Management NEW YORK, December 2, 2025 – Global management and technology consultancy Capco, a Wipro company, and PureFacts Financial Solutions, a leading provider of revenue management software, today announced a strategic partnership combining their expertise, technologies and vision to redefine revenue optimization for wealth and asset managers, Registered Investment Advisors and insurance providers. Together, Capco and PureFacts will deliver a powerful combination of technology, advisory expertise and implementation support. This will enable financial institutions to maximize transparency, efficiency and growth across fees and billing, advisor compensation and practice management. As financial services firms face increasing pressure from regulation, client demands and operational inefficiencies, the need for innovative revenue optimization solutions has never been greater. This partnership will allow Capco’s clients to benefit from both PureFacts’ market-leading technology and Capco’s deep expertise in advisory, transformation and delivery. Phil Kerkel, Partner in Capco’s Wealth & Asset Management practice, said: “Revenue management is one of the most important levers that firms can use to drive profitability and create better outcomes for clients. This new partnership offers our clients an integrated solution that ensures accuracy and transparency across billing and compensation while enabling them to strategically optimize their practices for sustainable growth. We’re excited to combine our consulting expertise with PureFacts’ cutting-edge technology to deliver measurable value to the market.” JJ Jeffries, Chief Customer Officer at PureFacts, said: “At PureFacts, our mission has always been to empower wealth and asset managers with the tools they need to succeed in a complex and rapidly evolving industry. Our partnership with Capco represents a major step forward in that mission. By aligning our advanced revenue optimization platform with Capco’s proven advisory and delivery capabilities, we are giving firms the ability to unlock new revenue opportunities, enhance advisor engagement and build stronger client relationships. Together, we are setting a new standard for the industry.” About Capco Capco, a Wipro company, is a global management and technology consultancy redefining transformation across the energy and financial services industries. Capco leverages the power of AI and our deep domain expertise to help our clients move faster, make smarter decisions, and drive greater impact. Our award-winning Be Yourself at Work culture and diverse talent drive bold, forward-thinking ideas and lasting change. To learn more, visit www.capco.com or follow us on LinkedIn, Instagram, Facebook, and YouTube. About PureFacts PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards. Learn more at www.purefacts.com. Media contacts: Capcocapco@gregoryfca.com PureFactsed.locher@purefacts.com
Celebrating Our Own: Jennifer Bouyoukos Honoured on HRD Canada’s 2025 Elite Women List
We are incredibly proud to announce that our Chief People Officer, Jennifer Bouyoukos, has been named one of HRD Canada’s Elite Women for 2025! This prestigious list recognizes 25 of the most exceptional female leaders who are making a significant impact on the human resources industry across Canada. About the HRD Canada Elite Women Award The HRD Canada Elite Women list is a benchmark for excellence in the industry. According to HRD Canada, nominees were evaluated on their standout professional achievements over the past 12 months, their innovative initiatives, and their meaningful contributions to the industry as a whole. To be named to this list is a remarkable testament to a leader’s influence and dedication. A Leader of People and Progress This recognition comes as no surprise to those who work with Jennifer. As a leader of organizational transformation at PureFacts, her visionary approach to our people strategy has been fundamental to our growth. Jennifer consistently champions a culture where every employee feels valued, supported, and empowered to do their best work, from her strategic overhaul of our talent frameworks to her deep commitment to DEIB. A Word from Our Leaders Pete Hess, President of PureFacts, commented on the achievement: “We are immensely proud of Jennifer. This honour from HRD Canada is a well-deserved recognition of her strategic vision and her unwavering commitment to our people. Her leadership makes PureFacts a better place to work and is fundamental to our success.” Reflecting on the honour, Jennifer shared: “There’s no playbook for HR. People aren’t formulas, and culture never stands still. This recognition reflects what’s possible when you work with talented people who lead with courage, challenge old thinking, and put people at the heart of business strategy. I’m grateful to the PureFacts team for creating a culture where people feel seen, supported, and inspired to do their best work. Being named among these trailblazing women is an honour that fuels me to keep learning, growing, and doing the work that matters most.” Please join us in extending a huge congratulations to Jennifer for this outstanding achievement! Read the official press release here
PureFacts Enhances Revenue Management with BNY Pershing
PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced today a deepened relationship with BNY Pershing as the select provider for their clients’ billing and advisor compensation management needs. This collaboration aims to provide shared clients with PureFacts’ advanced revenue management solutions to further complement BNY Pershing’s Wove suite of advisory tools delivering capabilities that streamline operations and enhance client engagement. “Collaborations of this level are why BNY Pershing’s Wove stands out in the market,” said Noam Tasch, Head of Platform Sales at BNY Pershing. “The capabilities that PureFacts brings to our clients help support BNY Pershing’s goal of simplifying, scaling, and revolutionizing the wealth management experience for advisors.” “The combined power of PureFacts and BNY Pershing’s Wove will help ensure wealth management firms have access to the best solutions to both capture lost revenue and create revenue generating advisor compensation strategies and incentive planning,” said Pete Hess, President of PureFacts Financial Solutions. About PureFacts Financial Solutions Founded in 2010, PureFacts Financial Solutions is an award-winning global provider of revenue management solutions for the investment industry. Serving over 140 clients with a combined $10 trillion in assets under management, PureFacts’ wealth-tech solutions are an integral part of the tech stack and services model for 6 out of the 10 largest and most recognizable wealth management firms across North America and Europe, and help grow revenue through better management of fees, compensation and actionable, data-driven insights. Visit purefacts.com for more information. Media Contacts PureFacts Financial SolutionsEd Lochered.locher@purefacts.com
PureFacts Announces Executive Appointments
PureFacts Financial Solutions (“PureFacts”), an award-winning provider of end-to-end revenue management solutions for the investment industry, today announced the appointments of two executives to its C-suite: Jennifer Bouyoukos as chief people officer (CPO) and JJ Jeffries as chief customer officer (CCO). Both roles are newly created positions within the company, reflecting PureFacts’ continued growth and evolving organizational needs. “Adding these professionals to our growing roster of talent underscores our commitment to scaling with purpose and investing in people and client success,” said Pete Hess, president of PureFacts. “Jennifer and JJ bring world-class leadership and a strong record of transforming organizations. They will play a critical role in helping us empower financial services firms through data-driven revenue growth.” Bouyoukos brings more than 25 years of global HR leadership experience across technology, media and financial services sectors. She has held senior HR roles at SAP, RBC, Manulife, Entertainment One and Kobo, where she led large-scale cultural transformation, merger & acquisition (M&A) and international expansion initiatives. At PureFacts, she will be responsible for leading all aspects of the company’s people strategy. Her focus will include talent acquisition, executive development, diversity and inclusion and organizational design to support the firm’s rapid growth and evolving culture. “I’m looking forward to joining the PureFacts team at such an exciting inflection point,” said Bouyoukos. “The company’s purpose-driven vision, client focus and growth mindset deeply align with my own values as a people-first leader. Together we’ll continue to build on the company’s strong foundation to help make it a destination for top talent.” Jeffries has more than 15 years of experience in client success, business transformation and growth strategy, most recently serving as chief revenue officer at reverse logistics platform Vendidit. His previous roles include vice president of channel strategy at TransImpact and managing principal at Capco, where he focused on fintech partnerships. At PureFacts, he will lead all client-facing functions, enhancing customer satisfaction, cultivating long-term strategic partnerships and ensuring alignment between the firm’s solutions and evolving customer needs. “PureFacts is redefining what’s possible for financial services firms through innovative data and revenue intelligence,” said Jeffries. “I’m eager to champion the client voice and help ensure our teams deliver best-in-class outcomes that drive meaningful growth for our partners.” These strategic appointments reflect PureFacts’ continued momentum following a major capital investment from GrowthCurve Capital in 2024. The company has made several recent C-suite additions, naming Pete Hess as president in October 2024, followed by the recruitment of Robert O’Boyle as chief revenue officer, Anuradha Dodda as chief technology officer and Stephen Tkaczyk as chief financial officer all in March 2025. To learn more about PureFacts’ offerings, visit purefacts.com. ### About PureFacts Financial Solutions PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ clients outperform by retaining more customers, delivering incremental value, improving productivity, properly incentivizing advisors and distributors, preventing costly mistakes and finding optimization opportunities. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100 and ESGFinTech100 awards. Drive revenues. Eliminate leakages. Increase growth velocity. Learn more at www.purefacts.com. About GrowthCurve GrowthCurve Capital is a private equity firm focused on building businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to seek to accelerate growth and drive long-term value. Founded by Sumit Rajpal, former Global Co-Head of the Goldman Sachs Merchant Banking Division, the firm focuses on data-rich, control-oriented private equity investments primarily across the technology and information services, healthcare, and financial services sectors. For more information, please visit www.GrowthCurveCapital.com.
Capital Investment Firms Choose PureFact’s PureFees to Scale
RALEIGH, N.C.–(BUSINESS WIRE)–Capital Investment Companies, a prominent independent financial services and brokerage firm in the Southeast of the United States, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, today announced an agreement where PureFacts will be implementing PureFees, a market leading fee billing solution to complement another offering of PureFacts, PureRewards to scale their business with key benefits related to operational efficiencies and process automation helping Capital Investment Companies to attract, manage and grow revenue while reducing costs. “This agreement with PureFacts represents a key milestone in achieving service excellence for our advisors and clients,” said Richard Bryant, Co-founder and CEO of Capital Investment Companies. “PureFacts’ expertise in billing solutions perfectly complements their already proven solution PureRewards, seamlessly marrying the process of calculating and collecting clients’ fees with the payout of our advisors’ disbursements, providing our advisors and their clients with the most flexible, transparent and accurate solutions in the market. We are extremely pleased to be partnering with a leading provider and domain expert in revenue management to support our continued growth.” The combined solution of PureFees and PureRewards unleash new benefits in terms of efficiency, standardization and next best action on the performance and the profitability of the enterprise – we are excited to deliver this at Capital Investment Companies. PureFacts’ enterprise billing platform is designed to scale, accommodating the diverse needs of different types of wealth and asset management firms. As part of a comprehensive suite of solutions available to financial advisors, PureFacts’ platform provides Capital Investment Companies with the ability to track, measure, and optimize every dollar. “We are excited to expand our services and offerings to Capital Investment Companies to bring our innovative billing solutions to a recognized financial services leader in the southeast region,” said Robert Madej, CEO of PureFacts Financial Solutions. “The combined solution of PureFees and PureRewards unleash new benefits in terms of efficiency, standardization and next best action on the performance and the profitability of the enterprise – we are excited to deliver this at Capital Investment Companies.” About Capital Investment Companies Headquartered in Raleigh, Capital Investment Companies has been a leading independent financial services provider in the Southeastern United States. Capital Investment Companies is comprised of Capital Investment Brokerage, Inc. and Capital Investment Group, Inc., registered broker/dealers (Members FINRA/SIPC), Capital Investment Counsel, Inc. and Capital Investment Advisory Services, LLC (two SEC registered investment advisory firms) and their affiliates. Capital Investment Companies, along with its affiliates and strategic partners, offers a diverse range of financial services, including traditional investment brokerage, money management, investment banking, trust services, mortgage services, estate planning, insurance services, retirement plans, and a community foundation. Learn more about the firm at www.cico.us. About PureFacts Financial Solutions PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers outperform by retaining more clients, delivering incremental value, improving productivity, properly incentivizing advisors and distributors, preventing costly mistakes and finding optimization opportunities. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards. Drive revenues. Eliminate leakages. Increase growth velocity. Learn more at purefacts.com Contacts Martin CarignanSVP, Sales Canada & Head of SalesPureFacts Financial Solutions(647) 296-1008martin.carignan@purefacts.com