PureFees

Delight your clients, your shareholders, and your compliance department with fast, fair, and accurate fee calculations.

HOW IT WORKS

PureFees gives you the power to calculate and collect all your fees

Create the right fee model for every client while opening new revenue paths with dynamic fee structures. Streamline cash management with prompt fee collections that comply with regulatory mandates. Break barriers and integrate data with a single system of record for Revenue Management. Improve client satisfaction with accurate, flexible and polished reporting. And bolster operations with near total automation.

Working with PureFees

Flexible

Create perfect fee contracts and unique fee groups that work for every client segment, every mandate, every relationship.

Powerful

Confidently manage data volume and complexity with a platform that processes billions of fee transactions per month and supports trillions in Asset Under Management.

Transparent

Provide clear fee disclosure, satisfy regulators, and have full visibility and auditability of every fee you charge.

Wealth Management fees that make everyone happy

Fees in wealth management demand balance. Value for clients. Fit with advisors. Meeting regulatory. Operating efficiently. PureFees was built for the balance. Billing scenarios can be based on volume or metric, and every fee is 100% traceable for full transparency. Happy regulators, happy advisors, happy clients.

Fee services for Asset Managers that help you scale faster

Quickly calculate and report fees and commissions to third-party partners. Support your client relationship teams to deliver compelling services. Design clear invoices and statements that help your clients understand and remit their fees more easily.

Propel your business with smarter fees

Retain revenue

Close gaps and reduce the errors that can lead to revenue leakage by integrating and automating your billing and reports.

Save time

Automate your calculations, billing, contract management, data flows and more, so your team spends time where it matters most.

Scale easily

Enable your team to work from anywhere with a cloud-based modular system that handles your fees, commissions and related functions.

Accelerate your growth with PureFacts

Let’s talk about your goals and how PureFees can help you.

Get in touch