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PureClient
Easily manage complex customer data and stay compliant with all regulations
PureClient, Your single source of truth for client & entity data
Unify your data
Single source of truth for all client, entities and related parties data.
360-Degree view
Create and manage simple and complex entity structures with a 360 degree view.
Multi-Jurisdictional CDD
Manage all your multi-jurisdictional CDD rules and documents in one central database.
Automated Reporting
Automated and scheduled reporting with dashboard capabilities to meet internal and external requirements.
Automated Risk Assessment
Use the automated risk assessment tool to manage exceptions if your entities or related parties have changed their risk rating.
Audit and Activity Logging
Maker / checker (four eyes control) with full audit trail giving you visibility into the system.
Achieve compliance confidence with PureClient
Staying compliant within your business can be both a challenge and a daunting task, especially when relying on outdated spreadsheets or legacy systems. Such tools not only heighten the risk of critical data loss but are likely to breed inconsistencies and outdated records.
PureClient, a multi-jurisdictional platform, empowers you to take control of your client entity data, fostering confidence in your compliance and operational efficiency. As an all-in-one platform, it eliminates the reliance on fragmented tools and provides a single source of truth. With API integration and robust reporting capabilities, PureClient offers a clear, reliable view of your data, ensuring that you meet all compliance regulations with confidence.
PureClient also integrates comprehensive controls seamlessly into your processes, reducing manual errors and ensuring compliance becomes an embedded part of your procedures.
Why choose PureClient?
Our multi jurisdictional advanced client data management, CDD and risk software provides fund administrators a platform to manage their client data with control. PureClient provides a ‘single source of truth’ which gives you a 360-degree view of your clients and their entity structures.
It allows you to create, maintain, and update client records in a controlled manner to sustain high levels of quality data. The software API’s with external screening providers such as WorldCheck, to deliver an automated screening solution.
With its advanced reporting capabilities, you can generate reports that will satisfy corporate needs, client expectations and all regulatory requirements.
PureClient Key Benefits
- Manage your multi-jurisdictional data and CDD in one single application.
- Trust your data within the PureClient system giving you confidence for reporting purposes.
- Have the ability to manage a variety of simple and complex entity structures.
- PureClient allows you to easily extract data to manage the ongoing changes within the regulatory environment.
- Ability to easily migrate data into PureClient as a result of legacy platforms and new acquisitions.
Our other solutions
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Our other products
Reducing complexity in client data management
Entity data management
Our advanced platform provides a full overview of client and entity relationship data, so you can create simple or complex relationship structures.
KYC, CDD & AML
We provide a multi-jurisdictional CDD and AML platform that enables you to manage all your data, documents and reporting statuses in one single application. PureClient simplifies the set-up process for the user by automatically recommending the CDD information required dependant on the regulated jurisdiction, type of entity role and relationship.
Risk management
Automated risk assessment (ARA) within PureClient removes the time consuming manual risk assessment process as the software automatically reviews all entities within the database on a daily basis providing the business with any changes in their data resulting in a change of risk.
FATCA and CRS
PureClient provides a full end to end FATCA and CRS process. The system not only records and manages your data but automatically analyses and identifies any data deficiencies for remediation. Once the data cleansing is complete and rectified PureClient, via the automated batch process tool, will then generate the appropriate FATCA or CRS reports for review. The system will then produce the XML files for the jurisdiction.
API Connectivity
PureClient can be used as a standalone product, or can integrate with other client systems and platforms through API connectivity.
Key contact
Mike Feighan
Mike Feighan is a co-founder of Puritas. His extensive experience and deep industry knowledge drive the company’s growth and success. His strategic role encompasses product development, partnering, client operations, and business development. With a career focused on the funds 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.
Pricing
Cutting edge software at affordable prices
We believe in tailoring our Software as a Service (SaaS) pricing model to meet your specific needs. Our goal is to provide a transparent and competitive pricing structure that reflects the robust features, advanced capabilities, and dedicated support that our software offers. In providing several pricing options, we aim to give you access to cutting-edge technology without compromising on quality or service.
Why work with Puritas
Our team has deep industry expertise in fund administration, asset management, and regulatory compliance. We therefore understand the data management challenges faced by busy fund administrators and compliance professionals.
Our wealth of knowledge and experience enables us to tailor our offerings to meet your specific needs and improve your customer experience. We use the latest technologies, enabling you to stay ahead of the curve and gain a competitive edge in the marketplace.
With our strong focus on KYC, CDD and AML compliance, you can operate with confidence, knowing that your business meets all regulatory standards. And with our comprehensive data migration processes, you can rest assured that the migration of your data will be effortless. Our team has deep industry expertise in fund administration and therefore understands the complexities faced by busy fund administrators and compliance professionals.
Our wealth of knowledge and experience enables us to tailor our offerings to meet your specific market needs and improve your customer experience. We enjoy strong partnerships with our clients where we work in collaboration to fully understand your business requirements in detail, effectively manage the implementation and configuration of our software and take any of the heavy lifting and stress off you. We use the latest technologies, enabling you to stay ahead of the curve and gain a competitive advantage.
We have a high focus on automating often complex or time-consuming processes in order to reduce risk and improve efficiency within the day to day activities for fund administrators.
In addition, our expert data migration team are available to support with moving from legacy platforms, handling acquisitions and to bring on new funds to administer. You can trust that our experts will transfer your valuable data effortlessly.
We will guide you through the entire process, ensuring clear communication, collaboration, and transparency every step of the way. Ultimately, our goal is to deliver exceptional outcomes, meet your objectives and surpass your expectations.
What our PureClient customers 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."
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.
Fund Services
PureClient case studies
To learn more about our solutions and services or to speak with one of our consultants, please contact us below.
Puritas Limited, 3a Rue de Funchal, St Helier, Jersey, PO Box 637, JE4 5YU
T: +44 (0) 1534 874 100
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