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PureFees automates complex fee billing with precision, eliminating manual processes and ensuring every pricing rule is applied consistently so firms capture full revenue value.
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Streamline calculations, enforce pricing discipline, and gain full transparency across the billing lifecycle to reduce leakage and improve revenue predictability.
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Manage pricing, billing, and invoicing in one platform, improving accuracy, minimizing exceptions, and giving finance teams confidence in every number reported
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PureRewards helps firms design, manage, and optimize advisor compensation with precision, aligning incentives to business goals while maintaining control and transparency.
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Automate complex payout structures, eliminate manual errors, and ensure every incentive aligns with firm profitability and long-term growth objectives.
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From plan design to payout execution, manage compensation in one system, reducing disputes, improving accuracy, and enabling advisors to focus on growth..
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PureInsights delivers real-time visibility into revenue performance, helping firms analyze pricing, margins, and trends to uncover opportunities and reduce leakage.
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Gain a clear view of revenue drivers and operational efficiency, empowering leaders to make faster, data-driven decisions with confidence.
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Unified data and advanced analytics provide clarity across the revenue lifecycle, helping firms identify risk and unlock new growth opportunities.
Product Description
About this Product
- 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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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.
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