PureFacts 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.
Use Cases
Customers recommend Performance Management, Sales Incentive Management, Competitive Intelligence, as the business use cases that they have been most satisfied with while using PureFacts.
Business Priorities
Improve Efficiency and Acquire Customers are the most popular business priorities that customers and associates have achieved using PureFacts.
PureFacts Use-Cases and Business Priorities: Customer Satisfaction Data
PureFacts's features include Recording. and PureFacts support capabilities include 24/7 Support, Chat Support, Email Support, etc. also PureFacts analytics capabilities include Analytics, and Custom Reports.
Reviews
"We selected Xtiva when we made a wholesale change to our business and technology. Their track record and product roadmap made it clear that the Xtiva solution was going to help us achieve our aggressive vision for our future." - Charles Grimley
PureFacts, belong to a category of solutions that help Sales Performance Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Xtiva was acquired by PureFacts, enhancing their platform with advanced technologies. Expertise in incentive compensation management will be integrated into PureFacts' offerings.
Popular Business Setting
for PureFacts
Top Industries
- Information Technology and Services
- Financial Services
Popular in
- Enterprise
- Large Enterprise
PureFacts is popular in Information Technology And Services, and Financial Services, and is widely used by Enterprise, and Large Enterprise,
PureFacts Customer wins, Customer success stories, Case studies
How efficiently Does PureFacts manage your Performance Management?
How does PureFacts address your Sales Incentive Management Challenges?
How does PureFacts address your Competitive Intelligence Challenges?
What makes PureFacts ideal for Account Management?
What Are the key features of PureFacts for Engagement Management?
11 buyers and buying teams have used Cuspera to assess how well PureFacts solved their Sales Performance Management needs. Cuspera uses 355 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Performance Management needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We selected Xtiva when we made a wholesale change to our business and technology. Their track record and product roadmap made it clear that the Xtiva solution was going to help us achieve our aggressive vision for our future. Testimonial By Charles Grimley |
|
|
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. |
|
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Charles Grimley Chief Financial Officer Hilliard Lyons |
We selected Xtiva when we made a wholesale change to our business and technology. Their track record and product roadmap made it clear that the Xtiva solution was going to help us achieve our aggressive vision for our future. Testimonial By Charles Grimley |
|
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. |
|
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 |
Peers used PureFacts for performance management and sales incentive management
PureFacts Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (23) |
| Custom Reports | Read Reviews (36) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (23) |
| Custom Reports | Read Reviews (36) |
Software Failure Risk Guidance
?for PureFacts
Overall Risk Meter
Top Failure Risks for PureFacts
PureFacts Financial Solutions News
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.
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.
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.
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
