Turn revenue integrity into a growth advantage.
PureFacts helps wealth management firms standardize fee billing, align advisor compensation, and operate revenue with the accuracy, transparency, and control today’s market demands.
Get a free assessmentThree forces are squeezing wealth management economics.
Compensation, collection complexity, and competitive pressure are rising simultaneously. The revenue infrastructure built for a simpler operating model becomes a liability at scale.
When billing, compensation, and practice management run in silos, every growth initiative adds fragility rather than enterprise value.
Explore industry challengesClients and regulators are demanding more transparency on fees just as margin pressure intensifies. Manual billing has no room to absorb the scrutiny.
Learn moreFirms routinely lose 1 to 5% of EBITDA to billing errors, mis-priced mandates, and data gaps that compound silently across thousands of accounts.
Learn moreBilling, compensation, and practice performance data live in disconnected systems. No one has a single, trusted view of revenue performance across the firm.
Learn moreWhy wealth managers
choose PureFacts.
PureFacts is purpose-built to help wealth firms strengthen revenue integrity across pricing, billing, compensation, and reporting. Not incremental efficiency. Enterprise-grade revenue infrastructure that protects margin, increases advisor trust, and grows firm valuation.
Pay advisors correctly and on time across complex plans, tiers, and eligibility rules. Eliminate the shadow accounting that erodes trust and slows reconciliation.
Govern pricing exceptions and identify under-priced relationships before they become structural margin loss. Give practice management teams the data to act.
Embedded validations and controls catch errors before they reach clients or create compliance exposure. Full audit trail on every calculation.
Finance-ready reporting and explainable outputs give leadership a trusted view of what has been billed, earned, and collected across every entity and product.
Collect every dollar you have earned. Governed fee logic across products, households, and channels ensures no revenue slips through systematic gaps.
Pay advisors correctly and on time across complex plans, tiers, and eligibility rules. Eliminate the shadow accounting that erodes trust and slows reconciliation.
Govern pricing exceptions and identify under-priced relationships before they become structural margin loss. Give practice management teams the data to act.
Embedded validations and controls catch errors before they reach clients or create compliance exposure. Full audit trail on every calculation.
Finance-ready reporting and explainable outputs give leadership a trusted view of what has been billed, earned, and collected across every entity and product.
What revenue optimization looks like in wealth management.
When revenue logic, workflows, and reporting live in one governed environment, exceptions become manageable events instead of the operating model.
Standardized Fee Logic
Apply consistent fee models across products, households, and channels with governed logic that eliminates local interpretation and manual override risk.
One platform.
Delivering revenue discipline.
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. No reconciliation gaps. One consistent view of revenue performance across the full firm.
Explore the PlatformBuilt for every dimension of revenue.
Revenue data, unified into one source of truth.
The Revenue Book of Record consolidates every client, account, contract, and pricing rule across the firm. Every billing run, compensation calculation, and practice insight flows from one authoritative foundation so your numbers are never in question.
of Record
Trusted by leading wealth managers worldwide
The world’s most demanding wealth management firms rely on PureFacts to protect and grow their revenue every day.
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 across complex plans, tiers, and eligibility rules. 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.