Name: PureFacts
Price: 3000 USD
Author: PureFacts Financial Solutions

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Development

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Data Analytics  and BI Services

Embedded Business Intelligence (BI)

Partner Relationship Management

Visual Collaboration

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Contractor Management

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Browser

Bug Bounty

Cloud Storage

Data Center Power

Data Quality

Desktop Management

Disk Based Backup

Extended Detection and Response (XDR)

Fraud Detection

Hadoop-Related

IT Operations Analytics

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

MLOps

Network Performance Monitoring

Process Mining

Requirements Management

Smart Contracts

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Lead Generation Services

Multichannel Retail

Sales

Certificate Lifecycle Management

Security

Estate Planning

Hotel Management

Insurance Underwriting and Rating

Mental Health

Multiple Listing Service (MLS)

Plagiarism Checker

Smart Cities

Telemedicine

Vertical-Specific

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PureFacts Financial Solutions Inc. provides a range of technology solutions to assist advisors and financial institutions in enhancing client relationships and improving financial planning. Their suite of products caters to financial institutions and advisors of various sizes, from small independent firms to large enterprise-level organizations. Professionals in the financial advisory, wealth management, retirement planning, insurance, and asset management industries rely on PureFacts' technology to streamline operations and deliver a better client experience.

## Key Features

**Decumulation Technology**: PureFacts' decumulation technology revolutionizes retirement income planning by seamlessly integrating into enterprise systems. Advisors can create personalized retirement income plans based on client goals and financial circumstances.

**Shared Screen Experience**: PureFacts technology offers a collaborative "shared screen" experience for real-time sharing of financial plans and investment proposals, fostering transparency and trust between advisors and clients.

**Next Generation Reports**: PureFacts' PureReports technology utilizes artificial intelligence and data visualization to deliver intuitive and interactive reports. These reports provide comprehensive insights into clients' financial portfolios, investment performance, and progress towards goals.

**Commission Management**: PureFacts technology automates complex commission calculation, payment, and invoicing processes, streamlining commission management for financial institutions and advisors with accuracy and reduced administrative burdens.

**Fee Management**: PureFacts technology simplifies fee calculation, payment, and invoicing processes, allowing advisors to define fee structures, track payments, and generate fee statements for clients, ensuring transparency and accurate fee calculations.

**Insights**: PureFacts technology leverages advanced analytics and machine learning algorithms to provide valuable insights into clients' financial data. Advisors can use these insights to personalize advice, optimize investment strategies, and proactively address clients' financial needs.

Basic

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

PureFacts

Investment Portfolio Management

PureFacts Financial Solutions

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Investment Portfolio Management Software

PureFacts

Overview

What is PureFacts?