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How a migration to Puritas runs
Puritas develops fund administration, client data, and compliance software, and migrates regulated financial services firms from legacy platforms onto it. A dedicated Puritas data migration team manages every stage: data mapping, transformation, cleansing, and reconciliation, followed by user acceptance testing in a test environment before go-live over a weekend.
Remediation tools identify gaps, duplicates, and inconsistencies during migration so records are cleansed before they enter the new platform rather than carried across. Migrations consolidate dealing, registers, reporting, payments, client data, and customer due diligence (CDD) onto one connected platform, replacing the point solutions most firms accumulate over time.
Puritas supports legacy platform replacements, acquisition integrations, and fund take-ons for firms across the UK, Ireland, and key international and offshore jurisdictions including Luxembourg, South Africa, Jersey, Guernsey, Bermuda, and the Cayman Islands.
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THE PROBLEM
The platform that was right ten years ago
Nobody chooses a legacy system. A platform that fitted the business a decade ago suddenly becomes the thing the business has to work around.
Point solutions bolted on for dealing, registers, reporting, and payments, each with its own integrations, upgrade cycle, and way of drifting out of step with the rest of the operation. The operating model gets more complex every year, and the cost of simply keeping it running climbs with it.
Most firms know this. What keeps them where they are is the move itself. A migration touches every investor record the firm holds, and the stories that travel around the industry are the ones where it went wrong.
So, the decision is deferred, the workarounds multiply, and eventually an acquisition or a major fund take-on forces the issue on someone else’s timetable.
Staying put feels safe. It’s just expensive in a way that never appears on one invoice.
THE APPROACH
A method, a team, & a destination
The destination is simpler operations. Instead of managing separate systems for dealing, registers, reporting, payments, client data, and compliance, everything sits in one connected platform.
PureFunds manages fund administration and transfer agency operations, while PureClient manages client data and CDD, with compliance built into the workflow rather than added afterwards.
The move itself is where we do things differently. A dedicated Puritas data migration team manages every stage of the process, from data mapping, transformation, data cleansing, and reconciliation through to user acceptance testing and go-live.
Nothing goes live on trust. Every migration is tested, verified, and signed off before deployment. Whether you’re replacing a legacy platform, taking on a new fund, or integrating an acquisition, programme and project management run alongside the technical work, allowing your team to stay focused on running the business.
Modernisation is also the ideal opportunity to improve data quality. As information is migrated, remediation tools identify gaps, inconsistencies, and missing information, helping your team cleanse and validate records before they become part of the new platform. You don’t just move to a new system, you move to better data.
How the risk comes out of the move
A proven method, not a leap
Data mapping, transformation, data cleansing, and reconciliation take place before deployment into a live environment. All data is processed into a test environment first for user acceptance testing (UAT). Go-live happens over a weekend after the data has been tested, verified, and approved.
A dedicated migration team
A specialist Puritas team manages the data transformation. Legacy platform migrations, acquisition integrations, and fund take-ons are their day job, not an additional responsibility for your operations team.
Point solutions consolidated
Bring dealing, registers, reporting, payments, client data and compliance onto one connected platform, reducing the integration complexity, maintenance effort, and operational risk that fragmented systems accumulate.
Better data from day one
Migration is an opportunity to improve data quality, not just move it. Remediation tools identify gaps, inconsistencies, and missing information, helping cleanse and validate records before they become part of the new platform.
Minimal demand on your team
We manage the implementation from planning through to go-live, taking care of the heavy lifting while involving your subject matter experts and IT team only when their input is needed. Your team stays focused on running the business while we keep the project moving.
A platform built for what’s next
The platform evolves alongside changing UK, offshore, and international regulatory requirements. This migration is designed to be your last.
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Frequently asked questions
By following a proven method. A dedicated Puritas team maps and transforms the data, identifies and reviews data quality issues, then reconciles and deploys it to a test environment for user acceptance testing. Nothing reaches production until it has been proven against the source data.
Less than you would expect. The Puritas data migration team carries out the transformation work, with the project planned specifically to minimise the demand on your internal resources. Your team’s primary involvement is providing business knowledge, making key decisions, completing user acceptance testing, and signing off each stage of the project.
Yes. New fund launches are supported by our client support team, while acquisitions and larger data migrations are managed by our dedicated data migration team. Whichever the scenario, every project follows the same proven delivery method, providing a structured, controlled, and fully supported implementation.
It gets identified rather than overlooked. During transformation and migration, data gaps, duplicates, and inconsistencies are highlighted so they can be reviewed and resolved either in the source system or as part of the transformation process. Reporting and analytics track progress throughout, helping improve data quality rather than simply carrying existing problems into the new platform.
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PROBLEM PAGE
Streamline your client data
Bring every client, entity, and beneficial owner into a single source of truth, so CDD, reporting, and reviews all draw from the same record.
PROBLEM PAGE
Automate your fund administration
Automate dealing, payments, communications, and register updates to reduce manual work, operational risk, and pressure on your fund administration team.
RESULTS
How we work
See how Puritas delivers measurable improvements through proven technology, practical implementation, close collaboration and ongoing support across regulated financial services.
Insights
Practical thinking on fund administration, compliance, and the technology that supports both, from the team that builds it.
Scope the move before you commit to it
Tell us about your current environment, the systems you use, the volume you manage, and the structures you support, and we’ll walk you through what a migration to Puritas could look like. We’ll explain the phases, timelines, what we’ll do, and what we’ll need from your team. A discovery call takes around 30 minutes and removes many of the unknowns before you make a decision.