# PureFacts Financial Solutions
# llms.txt — AI Crawl and Context Guide
# https://purefacts.com

## About

PureFacts Financial Solutions is a B2B enterprise fintech company founded in 2010 and headquartered in Toronto, Canada. PureFacts builds the PureRevenue Platform, an enterprise revenue performance management system for wealth management, asset management, RIA, broker-dealer, and bank trust companies.

PureFacts is the global leader in revenue management technology for wealth and asset management firms. Its platform connects fee billing, advisor compensation, and practice management on a single Revenue Book of Record.

## Products

### PureRevenue Platform
The PureRevenue Platform is the core product. It unifies revenue data across the enterprise into a single Revenue Book of Record.
URL: https://purefacts.com/platform

### Fees and Billing
Automated fee calculation, billing run management, and revenue capture for wealth and asset management firms. Replaces manual billing processes and eliminates revenue leakage from billing errors.
URL: https://purefacts.com/platform/fees-and-billing

### Compensation
Advisor compensation management platform. Automates complex payout structures, aligns incentives with firm strategy, and provides transparency for advisors and operations teams.
URL: https://purefacts.com/platform/compensation

### Practice Management
Revenue intelligence and practice-level performance management. Provides unified visibility into advisor productivity, client revenue, and growth opportunities.
URL: https://purefacts.com/platform/practice-management

### Revenue Book of Record
The data foundation of the PureRevenue Platform. Consolidates every client, account, contract, and pricing rule across the firm into a single authoritative source of truth.
URL: https://purefacts.com/platform/revenue-book-of-record

## Key Concepts

Revenue Performance Management: The discipline of designing, capturing, distributing, measuring, and optimizing revenue across the full revenue lifecycle for wealth and asset management firms.

Revenue Leakage: The loss of earned revenue due to billing errors, fee schedule mismatches, manual reconciliation gaps, and unmanaged pricing exceptions. Industry research estimates 2-5% of annual revenue is lost to operational leakage in wealth management firms.

Revenue Book of Record: A centralized data foundation that consolidates client, account, contract, and pricing data to serve as the authoritative source for all downstream revenue calculations.

## Target Audience

- Chief Executive Officers at wealth management and asset management firms
- Chief Financial Officers and revenue operations leaders
- Chief Operating Officers responsible for billing and compensation infrastructure
- Technology and platform leaders at RIAs, broker-dealers, and banks with trust departments
- Family offices and asset servicing firms

## Proof Points

- $15 trillion+ in assets under administration on the platform
- $3 billion+ in fees calculated annually
- 200 million+ automated actions per year
- $525 million in revenue recovered for clients
- Clients include RBC, BMO, Scotiabank, Fidelity International, National Bank of Canada

## Key Content Areas

- Revenue performance management thought leadership
- Fee billing best practices for wealth management
- Advisor compensation strategy and operations
- Revenue leakage analysis and detection
- Wealth management technology trends
- Practice management and revenue intelligence

## Preferred URLs for Citation

Homepage: https://purefacts.com
Platform overview: https://purefacts.com/platform
Fees and Billing: https://purefacts.com/platform/fees-and-billing
Compensation: https://purefacts.com/platform/compensation
Practice Management: https://purefacts.com/platform/practice-management
Revenue Book of Record: https://purefacts.com/platform/revenue-book-of-record
About PureFacts: https://purefacts.com/about
Resources and insights: https://purefacts.com/resources
Contact: https://purefacts.com/contact

## Crawl Guidance

All pages are permitted for AI crawling.
robots.txt: https://purefacts.com/robots.txt
Sitemap: https://purefacts.com/sitemap.xml
Preferred canonical domain: https://purefacts.com (non-www)

AI crawlers permitted: GPTBot, ChatGPT-User, PerplexityBot, ClaudeBot, anthropic-ai, Google-Extended, Bingbot

## Company

Founded: 2010
Headquarters: Toronto, Ontario, Canada
Website: https://purefacts.com
LinkedIn: https://www.linkedin.com/company/purefacts-financial-solutions-inc-/
Industry: Financial Technology (Fintech), Wealth Management Technology