Practice Management

Pricing Intelligence For More Profitable Advisor Decisions

PureFacts Practice Management helps wealth and asset management firms identify pricing gaps, reduce excessive discounting, and improve profitability through AI-powered insights connected to the Revenue Book of Record.

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Practice Intelligence

Score Overview

Pricing Score

+60

Value Score

+120

Loyalty Score

-20

Practice Effectiveness

+90

847

Advisors

12.4 K

Accounts

Actions

Pricing decisions happen every day. Most firms cannot see where value is being lost.

Every advisor makes pricing decisions that affect firm profitability. A discount here. A fee exception there. A relationship priced below the value being delivered. One decision may look small. Across hundreds or thousands of advisors, those decisions quietly depress revenue, margin, and enterprise value.

The problem is not that advisors are careless. The problem is that most firms do not have a connected way to see pricing behavior across clients, advisors, branches, products, and books of business.

Four intelligence scores. One clear picture of pricing performance.

Practice Management connects pricing, value, loyalty, advisor, compensation, and revenue data so firms can see the opportunities hidden across the business.

Pricing Score

See exactly where you are pricing well and where revenue is slipping.

Shows the relative strength of pricing across clients, advisors, products, branches, and peer groups. Identifies underpriced relationships and excessive discounting patterns before they compound into systemic margin loss.

Helps firms answer

"Where are we pricing well, and where are we leaving money on the table?"

Top Quartile Advisors0

Mid-Tier Advisors0

Bottom Quartile0

Peer Group Avg0

Give advisors next-best actions, not another report to interpret.

Dashboards can show what happened. PureFacts helps firms decide what should happen next. Practice Management uses AI-native intelligence to review pricing, value, loyalty, revenue, and advisor behavior signals, then surfaces the actions most likely to improve profitability.

The goal is simple: put the right insight in front of the right person at the right moment.

From insight to decision. From decision to action. From action to measurable growth.

practice-intelligence: next-best-actions

LIVE

analyzing

Better pricing discipline is one of the fastest paths to better firm economics.

Reduce Excessive Discounting

Spot patterns that erode revenue and margin before they spread across the organization.

Improve Pricing Discipline

Find pricing gaps across advisors, clients, products, branches, and peer groups before they compound into margin loss.

Guide Advisor Behavior

Give advisors timely recommendations tied to their actual clients and books, not generic guidance.

Increase Profitability

Identify where the firm is delivering more value than it captures. Discover opportunities before they become invisible.

Grow Enterprise Value

Turn better pricing and advisor behavior into measurable firm-level impact that shows up at the board level.

Most growth initiatives require new markets, new products, or more headcount. Pricing improvement starts with the revenue opportunity already inside the firm.

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Everyone gets a clearer view of how pricing decisions affect performance.

Clear next steps

Advisors

Know exactly which clients, accounts, and relationships deserve attention next. No interpretation required. Just specific, timely actions tied to your book.

AI-native next-best actions by client

Loyalty risk alerts before clients leave

Wallet share opportunities surfaced

Peer comparison to guide conversations

Pricing intelligence is stronger when connected to trusted revenue data.

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.

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The Modules

Built for every dimension of revenue.

Fee Management

Fees and Billing

Complex fee schedule management

Automated billing runs at scale

Zero tolerance for calculation errors

10%avg. revenue lift

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Advisor Compensation

Compensation

Sophisticated payout structures

Incentive and governance controls

Transparency that builds advisor trust

100%payout accuracy

Explore Compensation

Current Module

Practice Management

Pricing gap identification at scale

AI-native next-best advisor actions

Connected to Revenue Book of Record

Real-timepricing intelligence

The Foundation

Practice Management connects to revenue truth, not just activity data.

Most practice management tools look at activity. PureFacts connects pricing intelligence to the Revenue Book of Record: the same authoritative data that powers fees, billing, compensation, and client revenue activity across the platform.

Client, account, and contract data unified

Pricing rules and fee schedules centralized

Audit-ready at every stage

Learn about the Revenue Book of Record

Custodians

Portfolio Management

CRM

Trading Platform

Accounting Systems

Billing Systems

Compensation Systems

Customer Data Lakes

Revenue Book
of Record

Pricing Intelligence

Identify pricing gaps across advisors, clients, products, branches, and peer groups before they erode margin.

AI-Native Actions

Turn pricing and practice intelligence into recommended advisor actions that are specific, timely, and tied to their book.

Enterprise Value

Connect better pricing discipline and advisor behavior to measurable firm-level growth.

Find the pricing opportunities inside your firm.

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

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