What Puritas does for fund administrators

Puritas provides fund administration software used by fund administrators across the UK, Ireland, and key international and offshore jurisdictions, including Luxembourg, South Africa, Jersey, Guernsey, Bermuda, and the Cayman Islands, to automate share dealing, investor servicing, and regulatory reporting. Founded in Jersey, we work with operations teams who are scaling beyond what manual processing and legacy systems can support.

Our platform supports UK retail, offshore, and international fund structures. It also integrates with leading fund order routing and settlement infrastructures, including Calastone, CBL, EMX, FundSettle, NSCC, Swift and Vestima, to deliver up to 99% straight-through processing.  

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Your challenges

Operations leaders at fund administration firms tell us the same story, with local variations. Pressure is up, teams are stretched, and the systems they rely on no longer keep pace with what fund administrators and investors now expect. 

Manual dealing is draining your team

Every subscription, redemption, and transfer that is processed manually is time your operations team is not spending on the exceptions that genuinely need their judgement. Errors creep in, rekeying eats hours, and off-system solutions quietly become the record in places they never should, and critical operational knowledge ends up concentrated with too few people.

Growth shouldn’t mean linear headcount

Fee pressure keeps moving in one direction, yet for many fund administrators cost has not kept pace with asset growth. When manual processes scale linearly with volume, every new fund launch or acquisition pulls in more people and margins feel it. The real prize is absorbing higher volumes without a matching rise in cost, so the team spends its time on exceptions and service quality rather than repetitive work.

Staying competitive means improving automation

Fee pressure continues while client expectations keep rising. Fund administrators need to process more volume without increasing operational costs, yet many platforms struggle to deliver the ongoing improvements in automation needed to keep pace. Firms that continue to improve automation can protect margins, remain competitive, and create capacity for future growth. 

Legacy systems and point solutions are holding you back

The platform that got you here probably won’t get you where you need to go. Workarounds become workflows, and every additional point solution for dealing, registers, reporting, and payments adds cost, integration complexity, and operational risk. Eventually the risk of standing still outweighs the disruption of moving.

Multiple jurisdictions, fragmented oversight

Running funds in multiple jurisdictions across separate systems turns consistent oversight into a structural problem rather than an operational one. When data lives in several places, governance fragments, visibility into who changed what and when narrows, and audit trails are rarely complete.

Investor expectations are rising faster than your processes

Investors now expect real-time portal access, instant reporting, and the digital experience their consumer banking apps deliver every day. Manual correspondence and overnight batch updates aren’t going to satisfy them, or their advisers, for much longer.

How we help

Wherever the pressure is sharpest right now, there’s a route through it. Pick the conversation you’re having internally and start there. 

Automate your dealing

Move from manual processing and rekeying to a transfer agency platform that handles subscriptions, redemptions, and transfers as a single straight-through workflow, reaching up to 99% straight-through processing. 

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Scale without headcount 

Migrate off legacy systems onto a platform built for fund administrators who are growing through new launches and acquisitions. Bring your data with you, without the migration headache. 

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Transform investor communications 

Give investors the portal, reporting, and correspondence experience they now expect, without adding to your operations team’s manual workload. 

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Insights

Practical thinking on fund administration, compliance, and the technology that supports both, from the team that builds it. 

Ready to take the pressure off your team? 

Book a discovery call and see how Puritas can help your fund administration run smarter. 

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