Product Business Settings

PureFacts is popular in Information Technology And Services, Financial Services industries and is widely used by Enterprise, Large Enterprise.

PureFacts Product Overview

PureFacts delivers enterprise WealthTech solutions that provide a strategic advantage in sales performance management. Central to its offering are products like PureFees, PureRewards, and PureInsights. These tools help manage revenue, optimize fees and rewards, and enhance compliance, providing businesses with the ability to plug revenue leaks and gain precise insights. By leveraging these capabilities, companies can identify new opportunities and streamline compensation programs, ultimately fostering revenue growth. PureFacts' platform is designed to address complex challenges and enhance business intelligence, ensuring clients maintain a competitive edge in the financial technology landscape.

How satisfied the customers are with PureFacts use-cases

Reviews

"We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well." - Lon Dolber
"We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well." - LON DOLBER

PureFacts Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
PureFacts testimonial

Lon Dolber

CEO

American Portfolios

We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well. Testimonial By Lon Dolber
PureFacts testimonial

LON DOLBER

CEO

AMERICAN PORTFOLIOS

We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well. Testimonial By LON DOLBER
PureFacts testimonial

Will Hershey

Chief Financial Officer

Davenport

We needed to upgrade our firm compensation system with robust compensation rules and process flexibility, strong reporting and wanted a product that would support integration with Salesforce, our firm CRM. Xtiva's expertise coupled with a strong track-record in supporting firms like ours made them ...the clear choice.

Testimonial By Will Hershey
CUSTOMERS TESTIMONIALS
PureFacts testimonial

Lon Dolber

CEO

American Portfolios

We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well. Testimonial By Lon Dolber
PureFacts testimonial

LON DOLBER

CEO

AMERICAN PORTFOLIOS

We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well. Testimonial By LON DOLBER
PureFacts testimonial

Will Hershey

Chief Financial Officer

Davenport

We needed to upgrade our firm compensation system with robust compensation rules and process flexibility, strong reporting and wanted a product that would support integration with Salesforce, our firm CRM. Xtiva's expertise coupled with a strong track-record in supporting firms like ours made them ...the clear choice.

Testimonial By Will Hershey
lightning

Peers used PureFacts for performance management and sales incentive management

PureFacts Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.22/5

Read Reviews (6)
Analytics

4.63/5

Read Reviews (23)
Custom Reports

4.30/5

Read Reviews (36)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.22/5

Read Reviews (6)
Analytics

4.63/5

Read Reviews (23)
Custom Reports

4.30/5

Read Reviews (36)

Software Failure Risk Guidance

?

for PureFacts

Overall Risk Meter

Low Medium High

Top Failure Risks for PureFacts

PureFacts Financial Solutions News

Partnership
 

Capco and PureFacts announce strategic partnership

Capco and PureFacts have formed a strategic partnership to enhance revenue optimization for wealth and asset managers. This collaboration combines PureFacts' revenue management software with Capco's advisory expertise, aiming to improve transparency, efficiency, and growth in financial services. The partnership targets wealth managers, RIAs, and insurance providers, addressing regulatory and operational challenges.

Partnership
 

PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing

PureFacts Financial Solutions has expanded its collaboration with BNY Pershing, becoming the preferred provider of fee billing and advisor compensation management for Pershing clients. The integration of PureFacts revenue management software with BNY Pershings Wove advisory platform aims to streamline operations and improve client engagement for wealth management firms.

Partnership
 

PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing - The Joplin Globe

PureFacts Financial Solutions has strengthened its partnership with BNY Pershing to enhance revenue management capabilities. PureFacts will be the chosen provider for BNY Pershing's clients, focusing on billing and advisor compensation management solutions.

Awards
 

PureFacts Featured in the 2025 AIFinTech100 List for the Second Consecutive Year

PureFacts has been named to the 2025 AIFinTech100 list, marking its second consecutive year among the top 100 global AI innovators in financial services. This recognition highlights PureFacts' leadership in AI-driven revenue management solutions, including intelligent automation and analytics for fee processing, compensation optimization, and client engagement.

PureFacts Financial Solutions Profile

Company Name

PureFacts Financial Solutions

Company Website

https://www.purefacts.com/

HQ Location

Rockville Centre, New York

Employees

11-50

Social

Financials

PRIVATE