PureFacts
Curated by SignalClient communication solutions enhancing wealth managers' interactions with clients.
Overview
PureFacts is a fintech company that offers client communication solutions specifically designed for wealth managers. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning tools, which aim to facilitate communication between advisors and clients. It also provides integrated client portals that allow real-time access to portfolio performance, financial documents, and personalized insights. The platform includes automated notifications and customizable reporting to keep clients updated on their investments. PureFacts targets wealth and asset management firms and provides tools for client acquisition, fee management, commission handling, and performance tracking, addressing challenges related to revenue management.
Key facts
- Founded
- 1997
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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Contact
- Primary office
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Open roles
5 rolesProject Manager, Professional Services
Toronto, Ontario, Canada · On-site · Contract
A/R & Billings Specialist
Toronto, Ontario, Canada · On-site · Contract
Accounts Payable Analyst
Toronto, Ontario, Canada · On-site · Contract
