PureFacts Financial

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

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

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

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

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/technology/wea…

@PureFactsFS Announces Acquisition of @xtiva, Becoming the Most Complete Revenue Management Solution for the Wealth Management Industry. Read more: financialit.net/news/wealth-ma… #wealthmanagement #revenuemanagement #acquisition #FinancialIT

NEWS: @Xtiva Financial Systems acquired by Toronto-based @PureFactsFS the combination provides a new tech ecosystem for enterprise #wealthmanagement &* #insurance firms buff.ly/3JTuShL

@xtiva So excited that you're now part of the PureFacts organization. This is the start of an amazing journey!

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

@GlobeAdvisor gives a balanced review of AI tools like ChatGPT and its impact on financial planning, with PureFacts' own @RobMadej adding his perspective based his own experiences. tgam.ca/3zdfx6R

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

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.

#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

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

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

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

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

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

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

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