Advisor compensation software that improves profitability and scalability.
Attract and retain top talent with strategic compensation programs that drive results, reduce errors, and align advisor performance with firm growth. Built for the scale and complexity of modern wealth and asset management.
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Compensation complexity is costing you more than errors.
For most firms, compensation is still a manual, disconnected process. Plans live in spreadsheets. Calculations run outside the system. Advisors dispute their payouts because nothing is transparent.
The result is eroded trust, unplanned attrition, and a compensation operation that actively works against the firm it is meant to motivate.
Multi-variable compensation calculations fail under manual processes, producing errors that erode advisor trust and trigger costly reconciliation cycles.
Compensation plans disconnected from strategic goals reward the wrong behaviors, quietly compressing margins and reducing firm-wide profitability.
Spreadsheet-driven payout runs create bottlenecks at every cycle. As advisor networks grow, the manual approach simply cannot scale.
Without a connected view of compensation and revenue, leaders cannot see which advisors, plans, or regions are creating or destroying value.
Inaccurate or opaque compensation erodes advisor confidence. When payouts are wrong or unexplained, high performers look elsewhere.
Turn compensation into a competitive edge.
From simple flat-rate plans to complex multi-tier payout hierarchies, Compensation handles every structure without sacrificing accuracy, transparency, or auditability at any scale.
Build and modify incentive programs with ease. Adjust participants and parameters on demand, and manage programs through a simple, intuitive interface.
Recruit, onboard, and retain high-performing advisors. Increase transparency with clear compensation statements and drive satisfaction through accurate, timely payouts.
Use KPIs and real-time data to link payouts directly to results. Incentivize the behaviors that grow revenue and create data-driven performance targets that compound over time.
Modernize outdated or manual compensation plans. Reconcile legacy systems, remove friction from payout operations, and build alignment across teams and regions.
Design compensation plans that match strategic goals. Connect advisor performance to firm-wide growth and create structures that reinforce the right behaviors across every role and region.
Streamline manual compensation processes and eliminate errors in multi-variable payout calculations. Deliver accurate results, every cycle, at any scale.
Build and modify incentive programs with ease. Adjust participants and parameters on demand, and manage programs through a simple, intuitive interface.
Recruit, onboard, and retain high-performing advisors. Increase transparency with clear compensation statements and drive satisfaction through accurate, timely payouts.
Use KPIs and real-time data to link payouts directly to results. Incentivize the behaviors that grow revenue and create data-driven performance targets that compound over time.
One platform.
Compensation is where performance connects.
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.
Explore the PlatformBuilt for every dimension of revenue.
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 compensation calculation and payout flows from one authoritative, always-current foundation, so your advisors never question the numbers.
of Record
Everyone gets a clearer view of how compensation decisions affect performance.
Advisors
Know exactly how your compensation is calculated. Clear statements, accurate payouts, and full transparency give advisors confidence in their numbers and more time to focus on clients.
Trusted by leading financial firms worldwide
The world’s most demanding financial firms rely on PureFacts to keep their advisors paid accurately and on time, every cycle.
Incentives Aligned to Growth
Design compensation plans that connect advisor behavior to firm-wide strategic goals, reinforcing the actions that build recurring, profitable revenue.
Accurate Payouts, Every Cycle
Eliminate errors in multi-variable compensation calculations. Every advisor paid correctly, on time, with full transparency into how their payout was calculated.
Advisor Retention Strengthened
Transparent, accurate compensation is one of the most effective tools for retaining high-performing advisors and reducing costly, unplanned attrition.
Find the compensation opportunity inside your firm.
A Revenue Performance Assessment helps identify where misaligned incentives, payout errors, and manual complexity may be costing you advisors, margin, and enterprise value.
Trusted by leading financial firms worldwide.