The platform built to manage your full revenue lifecycle.

PureRevenue connects fees and billing, advisor compensation, and practice management in one platform, helping wealth and asset management firms increase profitability, improve advisor performance, and drive enterprise value.

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Revenue has always been managed in silos.

For decades, wealth and asset management firms have managed revenue through disconnected systems. Fees and billing in one place. Advisor compensation in another. Practice management somewhere else entirely.

That fragmentation creates trapped value at every step. Revenue leaks. Margins compress. Advisors question the numbers.

No pricing visibility

Pricing decisions made without visibility into actual client value or peer benchmarks.

Revenue leakage

Manual billing runs introduce errors, missed fees, and reconciliation gaps every cycle.

Advisor disputes

Compensation friction rises when payout data lives in a system disconnected from billing.

No performance signal

No signal on which advisors are discounting, underperforming, or losing wallet share.

Blind enterprise view

Leaders lack a trusted, firm-wide view of revenue performance when it matters most.

One platform.
One growth foundation.

The Foundation

Revenue data, unified into one source of truth.

The Revenue Book of Record consolidates every client, account, contract, and pricing rule across the 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

The Modules

Built for every dimension of revenue.

Fee Management

Fees & Billing

Complex fee schedule management

Automated billing runs at scale

Zero tolerance for calculation errors

$3B+fees calculated annually

Explore Fees & Billing

Advisor Compensation

Compensation

Sophisticated payout structures

Incentive and governance controls

Transparency that builds advisor trust

100%payout accuracy

Explore Compensation

Revenue Intelligence

New

Practice Management

Pricing gap identification at scale

AI-native next-best advisor actions

Connected to Revenue Book of Record

Real-timepricing intelligence

Explore Practice Management

The Platform

Three modules. One operating system for revenue.

Fees and Billing, Compensation, and Practice Management sit on top of the Revenue Book of Record, each pulling from the same data. No reconciliation gaps. One consistent view of revenue performance across the full firm.

Point solutions solve tasks.
Platforms improve performance.

A fee billing tool can calculate fees. A compensation tool can process payouts. Revenue Performance Management requires a connected platform that shows how revenue moves through the business, where value is created, and how it can be improved.

Point Solutions

PureRevenue Platform

Data foundation

Isolated per tool, manual reconciliation required

Single Revenue Book of Record, all modules share one truth

Revenue visibility

Partial view inside each workflow only

Full lifecycle visibility from pricing to payout

AI intelligence

No cross-system signals or pattern detection

AI-native insights across fees, compensation, and practice

Advisor actions

Advisors work without revenue context

Next-best actions delivered directly into the workflow

Compounding value

Improvements stay isolated within each system

Performance improvements compound across the full business

Better revenue performance compounds into enterprise value.

When firms capture more earned revenue, improve pricing discipline, and align advisor behavior, the impact compounds across top-line growth, EBITDA, and enterprise value.

organic growth rate potential

Organic Growth

Help advisors make better pricing, retention, and growth decisions. Every interaction becomes an opportunity to deepen the relationship and expand wallet share.

Better advisor pricing discipline

Reduced client churn

Wallet share expansion

Advisor-level growth actions

4 bps

efficiency gains documented

EBITDA Margin

Capture more earned revenue, reduce leakage, and improve pricing discipline. The opportunity is already inside the business, waiting to be surfaced.

Revenue leakage elimination

Billing accuracy at scale

Pricing gap closure

Operational drag reduction

$15T+

AUM managed on platform

Enterprise Value

Turn better revenue performance into stronger EBITDA and higher firm value. When revenue performance compounds, so does the valuation multiple.

EBITDA margin improvement

Scalable revenue infrastructure

Governance and auditability

Board-level performance visibility

Trusted by leading financial firms worldwide.

PureFacts supports leading wealth and asset management firms with technology built for accuracy, scale, transparency, and control.

$15T+

AUM on platform

200M+

Transactions annually

$3B+

Fees calculated

4M+

Fee groups and models

130+

Clients

Countries

Precision Fee Billing at Scale

Calculate and bill complex fees accurately across thousands of households, schedules, and exceptions, with full traceability at every step.

Smarter Advisor Compensation

Govern pricing exceptions, align pay with profitable behavior, and give advisors the transparency that builds trust and reduces shadow accounting.

Practice Management Intelligence

Give advisor teams the visibility to understand performance, identify growth opportunities, and act with confidence at the right moment.

Find the revenue performance opportunity inside your firm.

A Revenue Performance Assessment helps identify where revenue, margin, advisor productivity, and enterprise value may be trapped inside disconnected systems.

Schedule a Revenue Assessment

Trusted by leading financial firms worldwide.

The platform built to manage your full revenue lifecycle.

Revenue has always been managed in silos.

One platform.One growth foundation.

Revenue data, unified into one source of truth.

Built for every dimension of revenue.

Three modules. One operating system for revenue.

Point solutions solve tasks.Platforms improve performance.

Better revenue performance compounds into enterprise value.

Trusted by leading financial firms worldwide.

Find the revenue performance opportunity inside your firm.

One platform.
One growth foundation.

Point solutions solve tasks.
Platforms improve performance.