Jim Roche, President and CEO at Stratford recently joined the Advisory Board at PureFacts. Beyond our credentials, what sets Stratford apart are the values we share and the ways we work. Every member of our team has a passion for giving back and helping organizations reach their goals. Boards and advisory support is just one of the ways we give back.
Here are a few quotes taken from the press release:
“I’m excited to be working with the PureFacts team,” Jim said. “They have the expertise, technology, and a driven team to achieve rapid global growth. As they build on their incredible success in Canada and expand globally, their mission-critical wealth management software platform and AI-powered solutions will help reinvent the value of wealth advice as we know it today.”
Robert Madej, Founder, President and CEO of PureFacts, said, “It’s terrific to have such a seasoned growth expert on our advisory board. As we pursue ambitious plans to expand into global markets and introduce an array of fintech solutions that leverage disruptive technologies, Jim’s expertise and guidance will be invaluable.”
You can read the full press release here.
About PureFacts Financial Solutions
PureFacts is a leader in total wealth management solutions for the financial services industry in Canada, USA, UK, and the Caribbean. They enable firms to grow revenue, reduce costs, manage risk, and delight their clients. Core software suite includes the industry’s most robust fee calculator for fee-based accounts and fully transparent reporting solutions. Using AI, big data, and the latest technologies, along with industry expertise to help clients succeed. www.purefacts.com