Global management and technology consultancy Capco, a Wipro company, and PureFacts Financial Solutions, a provider of revenue management software, have announced a strategic partnership aimed at redefining revenue optimization for wealth and asset managers, Registered Investment Advisers, and insurance providers.
This collaboration seeks to deliver a combination of technology, advisory expertise, and implementation support. The goal is to enable financial institutions to maximize transparency, efficiency, and growth across areas such as fees and billing, advisor compensation, and practice management. The partnership addresses the increasing pressures financial services firms face from regulation, client demands, and operational inefficiencies.
Capco clients are expected to benefit from PureFacts’ market-leading technology combined with Capco’s deep expertise in advisory, transformation, and delivery.
Phil Kerkel, Partner in Capco’s Wealth & Asset Management practice, stated that revenue management is a crucial lever for driving profitability and client outcomes. He noted that the integrated solution offered by the partnership provides accuracy and transparency in billing and compensation, while also enabling strategic practice optimization for sustainable growth.
JJ Jeffries, Chief Customer Officer at PureFacts, commented that the partnership represents a significant step in PureFacts’ mission to empower wealth and asset managers. He highlighted that combining PureFacts’ advanced revenue optimization platform with Capco’s advisory and delivery capabilities will allow firms to unlock new revenue opportunities, enhance advisor engagement, and build stronger client relationships.
Capco is a global management and technology consultancy, part of Wipro, focused on transformation within the energy and financial services industries. PureFacts Financial Solutions provides end-to-end revenue management solutions for the investment industry, with offices in Canada, the USA, and Europe. PureFacts has received recognitions such as the WealthTech100, AIFinTech100, and ESGFinTech100 awards.
