List of PureFacts PureFees Customers
Toronto, M5E 1G9, ON,
Canada
Since 2010, our global team of researchers has been studying PureFacts PureFees customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PureFacts PureFees for Subscription and Recurring Billing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PureFacts PureFees for Subscription and Recurring Billing include: Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Manulife Private Wealth, a Canada based Banking and Financial Services organisation with 34000 employees and revenues of $30.00 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion, Capital Investment Companies, a United States based Banking and Financial Services organisation with 200 employees and revenues of $23.0 million and many others.
Contact us if you need a completed and verified list of companies using PureFacts PureFees, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The PureFacts PureFees customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Capital Investment Companies | Banking and Financial Services | 200 | $23M | United States | PureFacts | PureFacts PureFees | Subscription and Recurring Billing | 2024 | n/a |
In 2024, Capital Investment Companies implemented PureFacts PureFees alongside PureRewards to modernize advisor billing, fee calculations, and revenue management for its wealth and brokerage operations in the United States. The deployment is classified in the Subscription and Recurring Billing category and is scoped to finance and billing workflows and advisor compensation alignment at the Raleigh, NC based firm.
The PureFacts PureFees implementation focused on configuring a centralized billing engine and fee calculation capabilities, including configurable fee schedules, tiered fee computations, automated billing schedules, client and advisor statement generation, and reconciliation workflows. Configuration work emphasized consistent fee logic across wealth and brokerage product lines and embedded controls for audit trails and reporting to support revenue management and compliance oriented workflows.
Operational coverage centers on finance and billing teams and advisor compensation processes, with rollout designed for the firmwide wealth management and brokerage operations in the United States. Governance changes described in the program include establishing centralized fee schedule governance, role based access to billing configuration, and formalized approval workflows to increase standardization and transparency for advisors and clients, aligning operational processes with the new Subscription and Recurring Billing platform.
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Manulife Private Wealth | Banking and Financial Services | 34000 | $30.0B | Canada | PureFacts | PureFacts PureFees | Subscription and Recurring Billing | 2020 | n/a |
In 2020, Manulife Private Wealth implemented PureFacts PureFees to centralize statement generation and billing for its wealth management operations in Canada. The deployment was categorized under Subscription and Recurring Billing and targeted finance and wealth statement generation along with advisor-facing client statements and regulatory reporting workflows. The engagement prioritized producing enhanced client statements and goals-based reporting to support advisor workflows and compliance requirements.
PureFacts PureFees was configured to automate recurring billing and statement production and to generate goals-based reporting outputs used by advisors and compliance teams. Implemented functional capabilities included enhanced client statement formatting, goals-based reporting, automated billing lifecycle orchestration, and removal of manual upload steps from statement and billing processes. The configuration emphasized workflow orchestration for advisors, data-driven statement generation, and packaged reports ready for regulatory review.
Operational coverage spanned finance, wealth management, and advisor teams across Canada, with governance changes to centralize statement production and billing processes and reduce manual interventions. Process transformation focused on streamlining advisor workflows and strengthening auditability for regulatory reporting. The engagement eliminated manual uploads and improved compliance and operational efficiency for Manulife Private Wealth.
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Royal Bank of Canada | Banking and Financial Services | 96628 | $48.6B | Canada | PureFacts | PureFacts PureFees | Subscription and Recurring Billing | 2024 | n/a |
In 2024 Royal Bank of Canada engaged PureFacts to implement a large, complex Phase 1 billing project using PureFacts PureFees, positioned in the Subscription and Recurring Billing category. The program targeted enterprise grade revenue management capabilities for finance and billing processes in Canada and was scoped to address complicated fee calculation logic across multiple product lines.
The implementation configured PureFacts PureFees calculation modules and billing orchestration, and delivered category aligned capabilities for automated billing runs, parameterized fee schedules, and calculation rule modeling. The project included design and build of complex ETL pipelines to ingest transactional and reference data and to normalize inputs for the PureFees calculation engine, with emphasis on codifying calculation methodology changes within the application.
PureFacts Professional Services led delivery and configuration, completing the Phase 1 rollout in under one year, and operationalized new governance around calculation change control and billing process workflows. The deployment impacted finance and billing teams, improving automation and addressing the stated ETL and calculation methodology challenges while establishing a foundation for subsequent subscription and recurring billing phases.
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Banking and Financial Services | 6071 | $3.2B | United Kingdom | PureFacts | PureFacts PureFees | Subscription and Recurring Billing | 2013 | n/a |
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