Solutions
Solutions Built To Maximize Revenue Potential
Revenue problems rarely live in one place. PureFacts connects fee billing, advisor compensation, and analytics into a single revenue lifecycle — so firms can reduce friction, protect margin, and unlock more value from every client relationship.
The Revenue Lifecycle, Managed As One System
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In Assets Under Administration
Wealth and asset managers worldwide trust PureRevenue to calculate fees across trillions in AuA.
In Fees Calculated Annually
PureFacts processes billions in fee revenue each year with precision billing and zero-error tolerance.
Revenue Actions Run Per Year
From billing cycles to compensation workflows, PureFacts handles enterprise-scale volume reliably.
Fee Billing
Billing Is Not Just A Back Office Concern.
It Is Revenue Control.
As firms grow, fee structures get more complex, exceptions accumulate, and legacy workflows become harder to trust. Small inconsistencies become manual effort, billing disputes, compliance exposure, and revenue that never makes it through the system. PureFacts gives firms a modern billing engine built for that reality.
Protect Yield
Centralized fee logic closes the gaps where missed rules and inconsistent exceptions silently erode revenue.
Accelerate Billing Cycles
Automation-first workflows mean fewer manual steps, fewer re-runs, and no more end-of-cycle scrambles.
Audit-Ready By Default
Every calculation and adjustment is traceable — so billing disputes become reviews, not reconstructions.
Compensation & Incentives
Compensation Is One Of The Most Important Levers In The Revenue Equation.
When compensation strategy is unclear or pricing discipline is weak, firms give away value before it ever reaches the invoice. Habitual discounting and temporary concessions that become permanent create significant spillage over time — often without leadership seeing it until it is already embedded in the cost structure.
Reduce Spillage
Govern pricing exceptions before they quietly become permanent, protecting yield at the point where decisions are made.
Build Advisor Trust
Transparent, accurate payouts mean advisors stop validating numbers and start focusing on clients.
Align Pay With Growth
Compensation structures that reward the right behaviors create a more profitable, more retainable advisor force.
Insights & Analytics
Better Revenue Performance Starts With Clearer Visibility.
Leaders need reporting they can trust — not fragmented numbers pulled from disconnected systems. Without that clarity, it is hard to see where performance is slipping, where pressure is building, or where value is being left on the table. PureFacts turns revenue data into decision-ready information.
One Reliable View
Replace siloed reports with a single trusted picture of revenue performance across billing, compensation, and operations.
Role-Based Insight
The right level of detail for the board, the CFO, the operations lead, and the Head of Wealth — without rebuilding reports by hand.
Earlier Issue Detection
Surface exceptions and anomalies before they escalate into client, financial, or compliance problems.
The PureFacts Approach
Why Connected Solutions Matter
Billing teams solve for invoices. Compensation teams solve for payouts. Leaders piece together reports after the fact. The result is more work, weaker visibility, and missed opportunities across the system.
PureFacts brings those moving parts together — connecting workflows, controls, and reporting around revenue so firms can reduce friction, improve trustworthiness, and manage growth with more confidence.
Connected Data
Billing, compensation, and reporting draw from the same governed source — so every stakeholder works from numbers they can rely on.
Built-In Controls
Exception governance, approval workflows, and audit trails are embedded into the process, not bolted on after the fact.
Scalable Growth
Add clients, products, and complexity without proportionally adding operational burden or compliance risk.
Full Visibility
From pricing decisions to payout outcomes, every part of the revenue lifecycle is visible and measurable.
Protect Margin Through Billing
Centralized fee logic and audit-ready workflows close the gaps where missed rules and inconsistent exceptions silently erode revenue.
Reduce Spillage at the Source
Govern pricing exceptions and compensation structures before habitual discounting and temporary concessions become permanently embedded in your cost base.
Operate With Full Visibility
Replace fragmented reports with a single trusted view of revenue performance across billing, compensation, and operations.
Improve Performance.
Operate With Confidence.
From fee billing to advisor compensation to trusted reporting, PureFacts helps firms strengthen the full revenue lifecycle — so every part of the business works from the same reliable foundation.
Trusted by the top global financial firms