Wealthtech100 company & Great Canadian Innovator. Fees, Reporting, AI solutions. Canada, USA, Europe, Asia Pacific, Middle East, Africa #fintech #AI #innovation
Toronto, Ontario
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- Following 718
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One more day until TSAM - The Summit for Asset Management in Toronto! Stop by the PureFacts Booth #1 to say hi 👋
#toronto #assetmanagement #tsamtoronto #assetmanagementsoftware
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We are excited to announce the collaboration between PureFacts and Pershing X a new business unit of BNY Mellon - Pershing, bringing transformative changes to the Wove wealth management platform
#FinancialServices #WealthManagement #Innovation
bit.ly/3oR8U8s
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PureFacts is excited to once again sponsor TSWM in London. Join us on May 9th to learn from fellow #wealthmanagement firms and industry experts -- including our own @RobMadej who will be speaking. #wealthtech
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Excited to be participating in #TSAMESG again this year in New York on April 19, 2023. Don't miss out! Only a few more days to register at bit.ly/43kSzbp
If you're attending, stop by and say hi 👋 to the PureFacts team.
#TSAMESGNY, #ESG
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PureFacts Financial retweeted
Catch up on the latest #wealthtech news with @robaburg's @Wealth__Stack Roundup, including: @Riskalyze and @orionwealthtech announce integration enhancement, @PureFactsFS acquires @xtiva and more.
wealthmanagement.com/technol…
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PureFacts Financial retweeted
@PureFactsFS Announces Acquisition of @xtiva, Becoming the Most Complete Revenue Management Solution for the Wealth Management Industry.
Read more: financialit.net/news/wealth-…
#wealthmanagement #revenuemanagement #acquisition #FinancialIT
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PureFacts Financial retweeted
NEWS: @Xtiva Financial Systems acquired by Toronto-based @PureFactsFS
the combination provides a new tech ecosystem for enterprise #wealthmanagement &* #insurance firms
buff.ly/3JTuShL
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Just in: PureFacts is excited to share that we’ve acquired @xtiva. Together we’re poised to revolutionize revenue management for the wealth management industry. Read more about how we're coming together here: bit.ly/3TUcJVE
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Does Netflix know more about you than your financial advisor? @WealthProCA uncovers what firms can learn from Spotify and Netflix to enhance and expand their wealth advice, with PureFacts' @RobMadej weighing in. #wealthmanagement #fintech #services #AI
bit.ly/3KEZ7ec
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Excited for our CEO and Founder @RobMadej to be speaking next week at @Uwaterloo about his degree in Pure Mathematics and its application in entrenreurship.
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#ESG and focus on sustainable investing continues to be top of mind. Last week @ChiefInvOfficer did a great summary of ESG themes identified in a recent study. How is your firm assessing ESG investments against these trends? Read all about them here: bit.ly/3YavpBq
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The concept of "best of breed" solutions in wealth tech isn't new, but it's often misunderstood. Here our partners at @Futurevault breakdown what it means, and why it matters: bit.ly/3jhcA0t
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Does your billing and operations team feel like everyday is Groundhog Day? Here are 10 tips for less repetition for your staff, and more productivity. bit.ly/3DmNWlN
#groundhogday #wealthtech #feeandbillingmanagement #revenuemanagement
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PureFacts founder and CEO, Robert Madej, continues to be sought out for comment about the meteoric rise of #ChatGPT. Here he chats with @WealthProfessional about ChatGPT being challenged by Bloomberg to build a winning portfolio for the U.S. stock market. bit.ly/3Y6DVBo
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Our CEO, Robert Madej, spoke with @WealthProfessional on the rise of #ChatGPT and what that means for the wealth industry. Read his thoughts here: bit.ly/3wLxkjW
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When considering the use of AI in your organizations, there are ethical decisions to be made. The CFA recently released a framework to help investment professionals navigate these decisions to best deploy various AI tools. Read more here: bit.ly/3W7Hvd9
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Making a positive impact has been a cornerstone of how PureFacts operates from day one. In 2022, we amplified that through the launch of our #PurePossibilities program. Read more about it in our 2022 year in review: bit.ly/3XGzJsp #WealthManagement
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2022 was a great year for growth at #PureFacts. In particular, it was a year where we deepened connection with the international wealth and asset management community. Read more about how we did it in our 2022 review: bit.ly/3CKibTz #WealthManagement
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In today’s data-driven world, wealth management firms rely on vast amounts of #data to make informed decisions. For this process to be effective, data must be aggregated to ensure meaningful insights.
For more info see our White Paper bit.ly/3Vku5Ku
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2022 was a year of progress and growth here at PureFacts. Read all about our new initiatives, community involvement, and programs at bit.ly/3GHXoT7
#Wealthmanagement #LiveYourBestLife
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