PureFacts Overview

PureFacts is a comprehensive investment management software solution designed to help financial institutions streamline portfolio management, risk analysis, and reporting. It offers advanced tools for analyzing market trends, managing investment strategies, and ensuring compliance with industry regulations. PureFacts provides real-time access to portfolio data, allowing wealth managers, asset managers, and financial advisors to track investments and make data-driven decisions. The software also includes performance analytics, client reporting features, and automated investment allocation tools to improve overall portfolio performance. By integrating with existing financial systems, PureFacts offers a unified platform that simplifies asset management and enhances client satisfaction through transparent and efficient reporting.

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PureFacts Screenshot & Video

Contact Details

  • Vendor Name PureFacts Financial Solutions
  • Founded 1995
  • Location Canada

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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PureFacts Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

PureFacts Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$3000 Per User

PureFacts FAQs

PureFacts is a comprehensive investment management software solution designed to help financial institutions streamline portfolio management, risk analysis, and reporting. It offers advanced tools for analyzing market trends, managing investment strategies, and ensuring compliance with industry regulations. PureFacts provides real-time access to portfolio data, allowing wealth managers, asset managers, and financial advisors to track investments and make data-driven decisions. The software also includes performance analytics, client reporting features, and automated investment allocation tools to improve overall portfolio performance. By integrating with existing financial systems, PureFacts offers a unified platform that simplifies asset management and enhances client satisfaction through transparent and efficient reporting.

  • No, PureFacts does not offer a free version.

  • Yes, PureFacts offers a free trial.

  • No, Credit Card details are not required for the PureFacts trial.

  • PureFacts offers the following pricing plans & packages:

    Basic

    $3000 Per User

  • PureFacts supports the following payment frequencies:

    • Monthly Subscription

  • No, PureFacts does not offer an API.

  • PureFacts offers support with the following options:
    • Chat

  • PureFacts offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • PureFacts supports the following languages:
    • English

  • Following are the typical users of the PureFacts:
    • Self-Employed , Small-Business , Midsize-Business

  • PureFacts supports the following deployment:
    • Cloud Hosted

  • PureFacts supports the following devices and operating systems:
    • Web-Based