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Myron Kowaliw

Chief Technology Officer

PureFacts Financial Solutions

Mississauga, Ontario


Contact Information

Email
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Company Information

Company
PureFacts Financial Solutions
Industry
financial services
Employees
190.0
Seniority
C suite
Annual Revenue
24000000.0
Total Funding
61018148.0
Latest Funding
Private Equity

Technologies

Salesforce Gmail Outlook Google Apps CloudFlare Hosting Microsoft Office 365 Amazon AWS Atlassian Cloud Hubspot WordPress.org Mobile Friendly Google Tag Manager Bootstrap Framework SAP AI

Keywords

fee calculation adhoc reporting client statement generation data aggregation data analysis wealth consulting process optimization regulatory compliance advisor research advisor training digital transformation ux strategy applied innovation insightsasaservice artificial intelligence ai big data machine learning fees billing salesforce applied insights revenue management api integration incentive compensation wealth management billing solutions financial services comprehensive solutions data management optimization tools performance management advisor retention client relationship management automated reporting transaction fees portfolio fees client fees distribution charges revenue leakage business intelligence ai insights cloud-based solutions single system of record custom billing scenarios transparent fee structures revenue lifecycle client engagement market insights team performance risk management millennial investors billing automation flexible compensation models transparent invoicing fee transparency complex fee structures financial technology data-driven decisions revenue optimization predictive analytics investment operations client reporting performance tracking innovative solutions financial platforms capital markets growth & scalability holistic financial solutions business process automation client success strategies wealth technology asset management saas platform purerevenue fee billing advisor compensation ai-enriched solutions client retention operational efficiency financial institutions compliance management investment industry global presence innovation wealthtech aifintech esgfintech productivity improvement scalable solutions customer experience data-driven insights revenue lifecycle management asset servicing technology adoption boutique investment firms large financial institutions data analytics information technology & services enterprise software enterprises computer software b2b investment management analytics finance technology

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