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How Will Vestmark and PureFacts Transform Wealth Management?

June 13, 2024

How Will Vestmark and PureFacts Transform Wealth Management?

The wealth management industry is on the cusp of a transformative partnership, poised to redefine firm growth and client servicing. Vestmark, a seasoned champion in providing wealth management solutions, is joining forces with PureFacts Financial Solutions, a leader renowned for its innovative approach in revenue management and insights. This collaboration is set to amplify Vestmark’s software capabilities by integrating advanced, AI-powered billing solutions into its technological repertoire. The strategic union endeavors to supply an expansive, seamless solution catering to a broad range of wealth management professionals, from broker-dealers to RIAs and asset managers. Uniting these entities promises a bright future for the sector, emphasizing high-tech innovation married with adaptable, client-centric service.

A Strategic Technological Enhancement

At the heart of this partnership lies a dedication to enhancing the technological toolkit available to wealth managers. By weaving PureFacts’ AI expertise into Vestmark’s suite of tools, the combined offering will present a multitude of sophisticated billing options. These enhancements are designed to match the diverse advisory needs within the industry, providing models based on assets under management (AUM) alongside account-based structures, among other varied billing approaches. The initiative signifies an intentional move toward a comprehensive end-to-end solution that not only streamlines operations for wealth managers but also accords them the agility to evolve alongside their clients’ needs.

A Vision for the Future of Wealth Management

Karl Roessner, CEO of Vestmark, exudes confidence about this partnership’s potential impact, underscoring their ongoing commitment to delivering all-inclusive solutions attuned to the wealth management sector’s dynamic trajectory. PureFacts, hailing from Canada, contributes its applauded fee billing excellence and a global track record of servicing top-tier banks and financial institutions. The integration crowns a series of strategic expansions for Vestmark, including a notable collaboration with Pensionmark Financial Group that resulted in the introduction of the Worksite MarketPlace, further optimizing advisor operations. For U.S. financial professionals, the union with PureFacts is a signpost of elevated client experiences ahead, fortifying their capacity to render tailor-made services with newfound efficiency. This partnership embodies the shared vision that innovative technology, alongside custom-fitted client services, forms the bedrock of wealth management’s future.

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