PureFacts helps wealth managers standardise fee billing, align advisor compensation, and operate revenue with the accuracy, transparency, and control today’s market demands.
Compression, Collection, and Complexity are rising at the same time.
Organic growth has slowed to 2–4% and client acquisition costs have increased by ~40%, tightening margins before revenue is even billed.
Billing complexity forces manual workarounds at 72% of firms and leakage can cost $3–$5M per $10B of AUM, directly eroding the P&L.
Advisor time and pricing behaviours are working against profitability: 59% of time goes to non-client tasks and 70%+ discount, creating revenue gaps.
PureFacts is purpose built to help wealth firms strengthen revenue integrity across pricing, billing, compensation, and reporting:
This is not incremental efficiency. It is enterprise-grade revenue infrastructure that protects margin, increases advisor trust and happiness, and grows firm valuation.
Because wealth management firms need spillage control, leakage capture, transparent reporting, and risk-managed revenue workflows — not siloed billing and comp systems.
Eliminate revenue spillage by applying governed fee models across products, households, breakpoints, and discounts so pricing flows consistently from proposal to billing.
Reduce leakage by aligning compensation logic with pricing outcomes through embedded validations, tolerance controls, and audit trails that stand up to scrutiny.
Automate fee capture and advisor payout workflows from data ingestion through calculation, approval, reconciliation, and GL-ready output, reducing manual effort and operational risk.
Unify billing, compensation, and revenue performance reporting into one trusted source so Finance, Ops, and advisors operate from consistent, explainable numbers.
Turn fragmented pricing, billing, and compensation processes into a governed revenue lifecycle you can stand behind with confidence.
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.
