PureFacts Partners with WealthTechs to Launch Next-Generation Data Aggregation and Ingestion Capability

PureFacts Financial Solutions. (2026, July 8). PureFacts partners with WealthTechs to launch next-generation data aggregation and ingestion capability. Morningstar. https://www.morningstar.com/news/pr-newswire/20260708to99563/purefacts-partners-with-wealthtechs-to-launch-next-generation-data-aggregation-and-ingestion-capability

• PureFacts Financial Solutions announced a strategic partnership with WealthTechs on July 8, 2026, combining a Revenue Performance Management provider with a specialist in data aggregation and integration technology for financial services firms.

• Under the agreement, PureFacts will license and embed WealthTechs' data aggregation and connectivity technology into its next-generation data ingestion capability.

• The integration is designed to strengthen PureFacts' ability to connect, normalize, validate, and operationalize data across fee billing, advisor compensation, practice management, revenue intelligence, and future agentic AI capabilities.

• The new capability aims to reduce manual data handling, accelerate implementation timelines, improve data quality, and create a more scalable foundation for managing revenue with accuracy and control.

• Pete Hess, President of PureFacts, characterized trusted data as a strategic requirement rather than merely an implementation requirement as firms apply automation and agentic AI across the revenue lifecycle.

• Chris Casey, CEO of WealthTechs, stated that combining PureFacts' revenue management capability with WealthTechs' integrated client account data layer will help firms reduce manual effort and accelerate the path from implementation to measurable value.

• PureFacts will deliver the capability as a service within its PureRevenue portfolio, owning the customer experience, implementation, and service delivery while WealthTechs' technology is embedded in the underlying data aggregation and ingestion layer.