Wealth Management
Turn Revenue Integrity Into A Growth Advantage
PureFacts helps wealth managers standardize fee billing, align advisor compensation, and operate revenue with the accuracy, transparency, and control today’s market demands.
Trusted By The Industries Best
Three Forces Are Squeezing Wealth Management Economics
Compensation, Collection, and Complexity are rising at the same time.
Compression
Cost Pressure
Organic growth has slowed to 2–4% and client acquisition costs have increased by ~40%, tightening margins before revenue is even billed.
Collection
Revenue leakage
Billing complexity forces manual workarounds at 72% of firms and leakage can cost $3–$5M per $10B of AUM, directly eroding the P&L.
Complexity
Advisor misalignment
Advisor time and pricing behaviours are working against profitability: 59% of time goes to non-client tasks and 70%+ discount, creating revenue gaps.
Why Wealth Managers Choose PureFacts
PureFacts is purpose built to help wealth firms strengthen revenue integrity across pricing, billing, compensation, and reporting:
- Maximize organic revenue growth through scalable, governed revenue operations
- Collect all the fees you're owed while preventing overcharging with controls and auditability
- Ensure accurate advisor compensation and payouts across plans, tiers, and eligibility rules
- Optimize pricing and align advisor behavior through governed discounting and incentive design
- Increase revenue visibility and predictability with finance-ready reporting and explainable outputs
This is not incremental efficiency. It is enterprise grade revenue infrastructure that protects margin, increases advisor trust and happiness, and grows firm valuation.
Consultants citing EY research estimate that firms routinely lose 1 to 5% of EBITDA to revenue leakage from billing errors, mis-priced contracts, and data gaps.EY revenue-leakage analysis
$13M+
Annual value unlocked
A leading wealth manager replaced its legacy billing infrastructure with PureFees, eliminating systemic revenue leakage and recovering full ROI in under 12 months.
$1.1M+
Annual costs automated away
<1 Year
Payback period on direct savings
What Revenue Optimization Looks Like In Wealth Management
Because wealth management firms need spillage control, leakage capture, transparent reporting, and risk-managed revenue workflows, not siloed billing and comp systems.
Standardised Fee Logic
Eliminate revenue spillage by applying governed fee models across products, households, breakpoints, and discounts so pricing flows consistently from proposal to billing.
Managed Compensation & Payout Flows
Reduce leakage by aligning compensation logic with pricing outcomes through embedded validations, tolerance controls, and audit trails that stand up to scrutiny.
End-to-End Operational Control
Automate fee capture and advisor payout workflows from data ingestion through calculation, approval, reconciliation, and GL-ready output, reducing manual effort and operational risk.
Single Revenue Book of Record
Unify billing, compensation, and revenue performance reporting into one trusted source so Finance, Ops, and advisors operate from consistent, explainable numbers.
From Revenue Spillage To Revenue Discipline
Turn fragmented pricing, billing, and compensation processes into a governed revenue lifecycle you can stand behind with confidence.
- Standardized pricing and fee logic across products, households, and channels
- Embedded validations, approvals, and workflow controls
- Structured reporting that reduces manual assembly
- Centralized management of billing and advisor compensation logic
Standardize Fee Billing
Collect every dollar you have earned with consistent, governed fee logic across products, households, and channels.
Align Advisor Compensation
Pay advisors accurately and on time across complex plans, tiers, and eligibility rules, and eliminate the shadow accounting that erodes trust.
Grow Firm Valuation
Turn revenue operations into a strategic foundation that protects margin, improves predictability, and strengthens the metrics that matter most.
See What Is Hiding In Your
Revenue Lifecycle.
PureFacts works with wealth managers to identify where leakage, discounting spillage, compensation friction, and operational risk are most likely, and how to modernize revenue without disrupting growth.
Trusted by the top global financial firms