# PureFacts Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PureFacts Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/174924/PureWealth-Enterprise-Software --- # PureFacts Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) PureFacts ## What is PureFacts? PureFacts provides a full suite of wealth management software, along with consulting and custom digital solutions to help financial services firms increase productivity, reduce costs and create exceptional client experiences at every touchpoint. Firms in Canada and the U.S.A. rely on PureFacts for data accuracy and ease of software implementation. Our digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals. ## What is PureFacts used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$3000 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PureFacts?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.purefacts.com&name=PureFacts) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PureFacts 0.0 VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price CA$3000 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## PureFacts alternatives Highest Rated [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Benchmarking Compare key metrics for the business against prominent players in the industry Client Management Manage contact details and communication with clients Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Fee Management Track collected or paid charges for services performed or access granted Investments Tracking Monitor capital allocation and asset prices over time Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. PureFacts 6 features Compare key metrics for the business against prominent players in the industry Manage contact details and communication with clients Track and report regulatory data to either internal management or external stakeholders Track collected or paid charges for services performed or access granted Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. ## Pricing Free Trial Basic CA$3,000 Per User,Per Month ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.