WealthTech Consulting Information

WealthTech Consulting was acquired by PureFacts Financial Solutions in January 2021. WealthTech Consulting is a firm that has years of experience and industry depth, working with Wealth Management firms across North America, Europe, and Asia. Specializing in Technology and Business consulting, we can assist financial services institutions to build and enhance client-centricity, boost operational efficiency, and effectively address regulatory requirements. Offering Business & Technology Consulting services to all firms, ranging from niche boutique firms to large financial institutions. Specializing in Wealth Management and Capital Markets Technology. Front, Middle, and Back Office experience within Business, Operations, and Technology. Supporting strategy, regulatory, and enterprise initiatives from planning, solution, through to execution. Experience with various vendor system technologies as well as proprietary built applications. Regulatory Work: AML, CASL, CRM, FATCA, IIROC, MiFID, and QI Initiatives: Platform Harmonization, MDM, Workflow, Data and Security, Advisor Productivity Enhancement, Client Experience, Digital Transformation, and Operational Experience