Built for the world’s leading financial firms.
Built for those responsible for growth, profitability, and enterprise value. PureFacts connects every dimension of revenue performance into one platform.
See how PureFacts supports your business model.
Every financial institution operates within a distinct revenue model. PureFacts is purpose-built to support the scale, complexity, and regulatory demands of your market.
Wealth Management
Scale without operational drag.
Automate complex fee billing, optimize advisor compensation, and reduce revenue leakage. PureFacts helps wealth management firms improve accuracy, cut manual effort, and support growth with control.
Asset Management
Protect margin. Improve visibility.
Automate fee calculations and invoicing while eliminating revenue leakage. PureFacts helps asset managers standardize controls, reduce friction, and improve forecasting confidence.
Asset Servicing
Control complexity at scale.
Strengthen revenue and billing controls across high-volume client relationships. PureFacts helps asset servicers standardize processes, improve auditability, and reduce operational risk.
Of EBITDA lost to revenue leakage
EY revenue-leakage analysis
Firms routinely lose a measurable share of EBITDA before they know it is gone.
Billing errors, mis-priced mandates, and fragmented data gaps compound quietly across thousands of accounts and billing cycles. EY research estimates firms lose 1 to 5% of EBITDA annually to these structural leaks.
For wealth and asset management firms, the exposure is structural: fee leakage, compensation disputes, and pricing gaps that compound before they surface in the financials.
$13M+
Annual value unlocked for clients
<1 yr
Typical payback period on direct savings
Your mandate demands precision, transparency, and scalability.
CEOs and Heads of Wealth
See where pricing discipline, advisor behavior, and practice performance are creating or eroding enterprise value across the whole organization.
Built for Your Business Model
Purpose-built for wealth managers, asset managers, and asset servicers navigating complex fee and compensation structures.
Stop Revenue Leakage
Identify and recover the 1 to 5% of EBITDA firms routinely lose to billing errors, mis-priced contracts, and data gaps.
Enterprise-Scale Control
Maintain full oversight of your revenue lifecycle with real-time data transparency across every entity and relationship.
Turn revenue operations into a strategic advantage.
Schedule a conversation to identify gaps, reduce risk, and strengthen control across your revenue lifecycle at enterprise scale.
Trusted by the top global financial firms.