PureFacts Financial

Wealthtech100 company & Great Canadian Innovator. Fees, Reporting, AI solutions. Canada, USA, Europe, Asia Pacific, Middle East, Africa #fintech #AI #innovation

[PureFacts Financial @PureFactsFS]

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

[PureFacts Financial @PureFactsFS]

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

https://t.co/abGlUaKfRL

[PureFacts Financial @PureFactsFS]

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

[PureFacts Financial @PureFactsFS]

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 https://t.co/LMpGAss6ol
If you're attending, stop by and say hi 👋 to the PureFacts team.

#TSAMESGNY, #ESG

[Wealth Management @wealth_mgmt]

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.
https://t.co/6s7cgJQq8T

[Financial IT @financialit_net]

@PureFactsFS Announces Acquisition of @xtiva, Becoming the Most Complete Revenue Management Solution for the Wealth Management Industry.

Read more: https://t.co/OjMROOCmfp

#wealthmanagement #revenuemanagement #acquisition #FinancialIT

[Craig Iskowitz @craigiskowitz]

NEWS: @Xtiva Financial Systems acquired by Toronto-based @PureFactsFS

the combination provides a new tech ecosystem for enterprise #wealthmanagement &* #insurance firms

https://t.co/lOqhspeKeU

[PureFacts Financial @PureFactsFS]

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

[PureFacts Financial @PureFactsFS]

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: https://t.co/VgAwUYbMV6

[PureFacts Financial @PureFactsFS]

@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.

https://t.co/CGoi2CRgAo

[PureFacts Financial @PureFactsFS]

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

https://t.co/zhXm0fHIX9

[PureFacts Financial @PureFactsFS]

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.

[PureFacts Financial @PureFactsFS]

#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: https://t.co/PBbjHLzBIP

[PureFacts Financial @PureFactsFS]

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: https://t.co/PABwrQRze1

[PureFacts Financial @PureFactsFS]

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. https://t.co/VNapyRjXvm

#groundhogday #wealthtech #feeandbillingmanagement #revenuemanagement

[PureFacts Financial @PureFactsFS]

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. https://t.co/wxtg6cIxmP

[PureFacts Financial @PureFactsFS]

Our CEO, Robert Madej, spoke with @WealthProfessional on the rise of #ChatGPT and what that means for the wealth industry. Read his thoughts here: https://t.co/hApx19PD9u

[PureFacts Financial @PureFactsFS]

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: https://t.co/xD6B1yBJiq

[PureFacts Financial @PureFactsFS]

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: https://t.co/RZDPc8o4Wu #WealthManagement

[PureFacts Financial @PureFactsFS]

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: https://t.co/u9dhhK1Lwi #WealthManagement