--- title: "PureFacts Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PureFacts Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/174924/PureWealth-Enterprise-Software/" page_type: "product" language: "en" --- # PureFacts Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[FAQs](#faqs)[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/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$0.01 Flat Rate, One Time Free trial available Free version not included 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) ## PureFacts Overview Updated August 2026 AI summary PureFacts is a cloud-based investment management solution for small businesses seeking to monitor portfolios and manage client relationships. It offers benchmarking, client management, compliance tracking, financial analysis, investments tracking, and performance metrics, with optional fee management. By supporting portfolio oversight and regulatory monitoring, PureFacts helps firms maintain visibility and control across investment accounts and advisory operations. ## 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. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price CA$0.01 Flat Rate, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## PureFacts alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](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 92% 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/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.1 (21)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about PureFacts Overview ### What company size and specific industries is PureFacts built for? PureFacts is designed for large financial services organizations, including banks, wealth management firms, asset management firms, asset servicers, and investment advisers. It is built for enterprise-level teams in investment and advisory sectors that manage complex client, portfolio, and service operations. Features and Usability ### What are the key features of PureFacts? PureFacts offers benchmarking, client management, compliance tracking, fee management, financial analysis, investments tracking, and performance metrics. These features support comparing results, managing client records, monitoring compliance requirements, handling fees, analyzing financial data, tracking investments, and measuring performance across portfolios and accounts. Getting Started and Support ### What training and onboarding options does PureFacts offer? PureFacts provides in-person training, live online sessions, webinars, and documentation to help teams get started. In-person training supports direct instruction, live online sessions allow guided remote learning, webinars cover topic-focused group training, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does PureFacts offer? PureFacts provides email/help desk, phone support, and chat. Support experiences are not described in reviewer feedback here, so no claims can be made about response times, helpfulness, or common issues. The available channels are straightforward, but user sentiment about support is not available. ## Features AI summary Based on 825 Investment Management reviews Not all Investment Management platforms cover every feature buyers want most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) PureFacts includes **Performance Metrics** and **Investments Tracking**, giving firms a way to monitor portfolio results and keep close watch over investment activity across accounts. However, it does not offer **Reporting/Analytics**. By covering **Performance Metrics** and **Investments Tracking**, the product helps businesses track returns, review asset performance, and maintain visibility into investment holdings, allowing teams to make more informed portfolio decisions. 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 Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Investments Tracking Monitor capital allocation and asset prices over time PureFacts 7 features ### All Features - 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 - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - 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. --- ## Pricing Free Trial Book a demo CA$0.01 Flat Rate,One Time ## 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.