If you’re still using manual processes and legacy systems to manage your share register accounts, you’re placing unnecessary risk on providing inaccurate and missing information or data. Inevitably, you worry about the impact of human errors and non-compliance and how it could affect shareholder relationships and damage relationships.
Eliminate manual processes for an improved client experience
How we can help you
Our investor relationship management software is easy to set up and straightforward to use. It will improve your efficiency, your productivity, and allow your business to scale.
Onboarding
We understand that the quality of your data is paramount to you to managing stakeholder and regulatory reporting as well as reducing your risk. Our PureClient software, provides complete visibility over your clients and their entity relationships. It also provides an overview of all investor CDD and risk ratings. You can view and extract data via reports, making it easy to manage data changes and gather information for regulatory reporting.
Share Register Dealing
PureFunds, our software will streamline your share dealing and register management by automating labour intensive processes. This includes all investor share dealing, investor communications, cash management and investor redemptions. You’ll be able to handle share transactions and transfers seamlessly via automated batch processing and many of our clients significantly increase their productivity taking some from 50% to 96% STP. It simply makes your day to day activities less labour intensive, more effective and cost efficient.
Investor Portal
Choosing PureClient as your investor portal empowers you with a robust, secure, and user-friendly platform that streamlines your investor interactions and delivers a centralised area for all investor correspondence and documentation in one location, manage multi role access whilst seamlessly integrating with our fund administration platform, PureFunds.
Risk and Compliance
Our regulatory compliance software provides the functionality you need to create risk assessments for all entities. It automatically produces risk scores and all steps are subject to various levels of approval. The platform has both manual and automated risk assessments for periodic reviews. The automated assessment runs overnight, ready for you to manage any exceptions the next morning. The software can be integrated with industry-standard screening databases and provides real-time monitoring so you can stay up to date with regulatory changes.
Remediation
Whether you are looking to prevent remediation or are looking for a solution to support you during the remediation process, it is essential to have a robust, multi-jurisdictional platform in place to empower you to have control over your client entity data, fostering confidence in your compliance and operational efficiency.
Our products
PureFunds
Our share dealing software is designed to simplify and streamline your fund administration processes. As a comprehensive product, PureFunds helps you control daily, weekly and monthly dealing activities, so you can keep track of all funds under administration.
You’ll be able to efficiently process subscriptions, redemptions, distributions, switches, conversion and transfers – all the while keeping your investor register up to date. You can easily manage NAV updates and FX rates, as well as the distribution of investor correspondence through the integrated banking or swift interfaces.
As an automated application, you’ll stay on top of your admin and stay ahead of the competition as you deliver an exceptional service to your clients.
As an automated application, you’ll stay on top of your admin and stay ahead of the competition as you deliver an exceptional service to your clients.
PureClient
Our customer data management software lets you manage complex customer data and stay compliant with all regulations. As a fully-integrated platform, it enables you to view and extract data via reports, so you can easily manage data changes. It incorporates all CDD, risk controls and assessments into one standardised system, freeing up your time and resources.
It provides a ‘single source of truth’ system that gives you a 360-degree view of your clients and their entity relationships.
With its advanced reporting capabilities, you can generate reports that will satisfy corporate needs, client expectations and all regulatory requirements.
Why work with Puritas?
Our team has unrivalled expertise in fund administration and regulatory compliance. We understand the challenges and opportunities within the fund administration industry, enabling us to develop investor reporting software that meets your specific needs.
We are committed to staying ahead of the curve when it comes to technology, offering cutting-edge products that improve your clients’ experience. With a focus on KYC, CDD and AML compliance, we streamline your fund administration processes to provide high levels of automation so you can manage business activities efficiently and deliver an exceptional service to your clients and investors.
By assessing your current workflows, we can create comprehensive business processes and data transition strategies. We can identify areas for improvement and ensure the seamless migration of your data to our platform.
Key contacts
Mike Feighan
Business Development
Mike Feighan is a co-founder of Puritas. His extensive experience and deep industry knowledge drives the company’s growth and success. His strategic role encompasses product development, partnering, client operations, and business development. With a career focused on the finance industry and a passion for technology and change, Mike held senior management positions before founding Puritas in 2006. His expertise and dedication are essential to Puritas’ ability to deliver specialised data management products.
Trevor R Cole
Managing Director
As co-founder of Puritas, Trevor has great interest and energy focused on the organisation’s present operations, its future plans and overall success.
Alongside providing strategic vision and goal setting, his role encompasses many of the key corporate and client functions required to deliver exceptional organisational performance. These include quality management, service planning and delivery, governance, compliance, budgeting and risk mitigation.
Paul Madden
Technical Director
Paul is a co-founder of Puritas. After completing his schooling at De La Salle, Paul embarked on an Electronic Engineering Apprenticeship with the Ministry of Defence (MOD) Bath. Upon completing this he studied for a degree in Electronic Engineering at the University of Wales, Bangor.
After graduation, Paul joined the Weapon Systems Tuning Group as an Engineer, mainly working on Sonar systems and computers for the Royal Navy. This involved the commissioning and trialling of systems in various dockyards and aboard warships and submarines.
What our clients say…
"Part of the great relationship with Puritas is very, very close. They're almost an extension of our JTC team. Very collaborative, very open to ideas, but also willing to give their ideas back in case we hadn't thought of something which they might think is key, which has been superb so far because it's meant when we have implemented new tasks, new processes, they meet the requirements that not only that we need, but they also work from a day-to-day perspective for the staff. They listen, they understand, they work with us, they're always available, they're attentive, so it's a really strong and powerful partnership that we have and I'm sure there's more to come."
Will Cameron, Managing Director, Fund and Corporate Services
Through the use of Purefunds and its comprehensive integrated AEoI and AML management functionality, JTC have been able to turn a challenging regulatory function into real commercial opportunities by streamlining and simplifying these processes.
Senior Director
Fund Services
Case studies
Find out more about how our software can help you manage your data more effectively and improve your investor relationships.
Puritas Limited, 3a Rue de Funchal, St Helier, Jersey, PO Box 637, JE4 5YU
T: +44 (0) 1534 874 100
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