Asset Management

Revenue integrity for scaling cross-border funds and distribution.

PureFacts helps global asset managers scale cross-border distribution and expand across domiciles by standardizing fee logic, governing rebates, and keeping revenue audit-ready by design.

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Three forces are squeezing asset management economics.

Compression, collection complexity, and cross-border scale are rising simultaneously. The revenue infrastructure that worked at smaller scale becomes structural risk as the business grows.

When fee logic lives in spreadsheets and exception handling is the operating model, every new market and mandate adds fragility rather than scale.

Explore industry challenges
01
Compression

Margin pressure is structural, not cyclical. Every basis point of leakage from billing errors or mis-priced mandates compounds directly into EBITDA.

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02
Collection

Rebate and trailer fee flows across distributors, entities, and domiciles create a reconciliation burden that manual processes cannot reliably contain.

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03
Complexity

Expanding distribution across domiciles multiplies fee logic variants. Without centralized governance, each new market adds fragility, not scale.

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Why asset managers
choose PureFacts.

PureFacts is purpose-built to help asset managers operate revenue with consistency across products, entities, and distribution networks. Enterprise-grade infrastructure that scales with cross-border growth.

Revenue Integrity

What revenue integrity looks like in practice.

When revenue logic, workflows, and reporting live in one governed environment, exceptions become manageable events instead of the operating model.

Revenue Integrity

Standardized Fee Logic

Apply consistent fee models across funds, mandates, and domiciles with governed logic that scales as distribution expands.

Single fee engine across all fund structures
Domicile-specific rule governance
Eliminates local spreadsheet interpretation
Version-controlled schedule management
1–5%EBITDA recovered from billing consistency

One platform.
Revenue integrity across every fund and entity.

The Platform

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. One consistent view across every fund and entity.

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PracticeManagementCompensationFees &BillingRevenue Bookof Record
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
$3B+fees calculated annually
Explore Fees and Billing
Advisor Compensation
Compensation
Sophisticated payout structures
Incentive and governance controls
Transparency that builds advisor trust
100%payout accuracy
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Revenue Intelligence
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 Foundation

Revenue data, unified into one source of truth.

The Revenue Book of Record consolidates every client, account, contract, and pricing rule. Every billing run, rebate calculation, and distributor payment flows from one authoritative foundation, keeping revenue audit-ready at every stage.

Custodians, CRM, and portfolio data connected
Fee logic and contracts centralized across entities
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

Trusted by leading asset managers worldwide

The world’s most demanding asset managers rely on PureFacts to govern revenue with precision across funds, domiciles, and distribution networks.

$15T+
Assets Under Administration
$3B+
Fees Calculated Annually
>30%
Reduction in Billing Cycle Time
Schroders
Nykredit
DZ Bank
Schroders
Nykredit
DZ Bank
Schroders
Nykredit
DZ Bank
Schroders
Nykredit
DZ Bank
Robeco
Pictet Asset Management
Royal London
Robeco
Pictet Asset Management
Royal London
Robeco
Pictet Asset Management
Royal London
Robeco
Pictet Asset Management
Royal London
Mawer
Dimensional
Mawer
Dimensional
Mawer
Dimensional
Mawer
Dimensional

Standardize Across Domiciles

Apply consistent fee logic across funds, mandates, and entities so pricing is governed centrally, not interpreted locally.

Govern Rebates and Trailers

Validate and control rebate and trailer fee flows across distributors and entities with built-in oversight and approval trails.

Audit-Ready by Design

Build clear approval trails and data lineage into every workflow so evidence exists when you need it, not after the fact.

See where revenue integrity is breaking down.

PureFacts works with asset managers to identify where leakage, inefficiency, and exposure are most likely, and how to modernize revenue without disrupting the business.

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Trusted by the top global financial firms.