Your revenue systemis the most under-managedpart of your business.

PureRevenue Platform connects Fees, Compensation, and Practice Management on a single Revenue Book of Record so the leading financial firms can grow faster, protect margin, and manage revenue with confidence.

The Problem

Pricinglogiclivesinoneplace.

Billingrunssomewhereelse.

Compensationfollowsitsownpath.

Performancereportingarrivesafterthefact.

Thesystemsaredisconnected.

Thatishowmillionsleakfromthebusiness.

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.

BILLING

2–5%

of revenue lost annually

to operational leakage

McKinsey, 2024

COMPENSATION

50%+

of operational capacity consumed

by manual revenue workflows

PwC Asset and Wealth Management Survey, 2024

PERFORMANCE

10–15%

revenue improvement available

through pricing discipline alone

Cerulli Associates, 2025

20–30%

of your client base is materially under-served, because the intelligence infrastructure to see it doesn’t exist.

Cerulli Associates, 2024

Revenue should be managed as a connected performance discipline.

Revenue Performance Management is the discipline of managing how revenue is designed, captured, distributed, measured, and improved across the full revenue lifecycle. For wealth and asset management firms, it connects commercial strategy to the operational systems and investment decisions that support it.

Strategy
Alignment
Execution
Transparency
Intelligence
Governance
REVENUEPERFORMANCEFRAMEWORK

One platform.
One growth foundation.

The Platform

Three modules. One operating system.

Fees & Billing, Compensation, and Practice Management 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
$Fees &Billing%CompensationPracticeManagementRevenue Bookof Record
The Modules

Built for every dimension of revenue.

Fee Management
Fees & Billing
Complex fee schedule management
Automated billing runs at scale
Zero tolerance for errors
10%avg. revenue lift
Explore Fees & Billing
Advisor Compensation
Compensation
Sophisticated payout structures
Incentive and governance controls
Transparency for advisor trust
100%payout accuracy
Explore Compensation
Revenue Intelligence
Practice Management
Unified revenue visibility
Advisor and practice insights
Identify growth opportunities
Real-timeperformance data
Explore Practice Management
The Foundation

Revenue data, unified into 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

Increase Efficiency

Automate complex revenue workflows and reduce manual effort across billing, compensation, and practice operations.

Reduce Leakage

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

Improve Control

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

Find the revenue opportunity 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.