PureRevenue Platform

Product Description

About this Product

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  • Automates billing, compensation, and reporting
  • Unified platform for full revenue lifecycle
  • Real-time insights to optimize revenue performance

About PureFacts Financial Solutions

PureFacts helps wealth and asset management firms run their most critical function with precision: revenue. Through its PureRevenue platform, PureFacts unifies fee billing, advisor compensation, revenue insights, and operational optimization into a single system designed for industry complexity. Instead of relying on fragmented tools and manual processes, firms gain a connected platform that manages the entire revenue lifecycle, from pricing and calculation to collection, distribution, reporting, and optimization. Supporting firms representing over $15 trillion in assets, PureFacts turns revenue management into a strategic capability. By automating workflows, standardizing data, and delivering real-time insights, the platform improves pricing discipline, reduces leakage, and enhances visibility into profitability, driving more scalable and predictable growth.

Product Details

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Other
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Serving RIAs Since

2010
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.