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Investor portal software facilitating effective communication
Efficiently manage investor communication and correspondence
PureClient, a self serve, secure investor portal
Self-serve portal
Offer investors, intermediaries & fund managers with access to data and documents allowing them to self serve their needs.
Reporting
Offer investors, intermediaries and managers the ability to view all portfolio and fund transactional data. Run reports & export data to excel or PDF.
Streamlined investor fund administration
Seamless integration with PureFunds, enabling effortless upload of investor correspondence.
Secure portal
Hosted in Microsoft Azure or locally, our investor portal provides a secure environment requiring multi-factor authentication to access investor data and correspondence.
Around-the-clock access for your investors, intermediaries and fund managers
Investors want ever-greater levels of correspondence and visibility, while fund administrators want to ensure that sensitive information is kept secure. When you can strike the right balance, you can ensure you not only save time and resource, but improve the relationship you have with all your stakeholders.
By using PureFunds’s investor portal we can ensure your transition to an online platform is effortless and efficient enabling your investors, intermediaries and fund managers have access to a self serve, secure portal where they can retrieve vital documents at a single click.
Why choose our investor portal software?
As a forward-thinking fund administrator, choosing PureClient investor portal is a strategic decision driven by a multitude of benefits. PureFunds interfaces with our investor portal empowering you with a robust, secure, and user-friendly platform that streamlines your investor interactions.
With our easy to use interface, you can effortlessly deliver 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.
Key benefits
- Enhance investor relations with self-service capabilities.
- Centralised document storage.
- Round the clock access for your investors.
- Strengthen your investor relationships with timely communication.
- Secure multi-factor authentication access.
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
Investor portal software pricing
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 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
Find out more about how our investor portal can improve your data visibility and enhance the investor experience.
Puritas Limited, 3a Rue de Funchal, St Helier, Jersey, PO Box 637, JE4 5YU
T: +44 (0) 1534 874 100
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