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Onboard individuals, corporate entities, funds, partnerships and trusts
Automatically import data & structures into one platform with precision
Eliminate manual errors, improve data transparency
Effortless onboarding
Onboard individuals, corporate entities, funds, partnerships, and trusts quickly and easily.
Complete data import
Automatically import data and structures into one platform with precision.
Error Elimination
Eliminate manual errors, improve data transparency.
Data integrity assurance
Trust your data ensuring accuracy and compliance.
Eliminate manual errors, improve data transparency
Manual data onboarding can be time-consuming and labour-intensive. Account setup can be complex, and legacy system processes come with the added stress of human error.
When it comes to assessing risk and the suitability of investors, you want to feel confident that you’ve carried out initial due diligence and have the ability to maintain an ongoing picture of risk. However, spreadsheets and legacy systems can limit the visibility you have over your data and can create physical paper trails that are often duplicated across systems, and regulatory compliance.
To be feel assured you need quality data and without an end-to-end system, you run the risk of working with inaccurate data that could have missing and out of date information. This can have a severe knock-on effect for increasing the likelihood of inaccurate reporting impacting your client and regulatory requirements. This, in turn, may result in regulatory data breeches and cost implications for your business.
Why choose PureClient for data onboarding and data management?
At Puritas, 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 platform ensures that the data you input is accurate from the start, preventing downstream issues caused by inaccurate or incomplete information.
This means you can have confidence in the system, knowing that your data is always correct and up-to-date. Our platform allows you to record all the necessary data and associate documentation with ease, streamlining your operations and enhancing efficiency.
Whether you are onboarding simple or complex entities and structures, PureClient is easy to set up and straightforward to use. The software allows you to record all the necessary data and add all the association documentation giving you full control from the offset.
Key benefits
- Onboard investors within one global, multi- jurisdictional system.
- Ensure you have data accuracy from the very start of your process.
- Prevent downstream issues by avoiding poor data integrity.
- Enhance your client experience with seamless processes.
- Access the most accurate data available and ensure regulatory compliance.
A single source of truth for client and entity data
Trust your data within the PureClient platform giving you confidence for reporting purposes.
Have the ability to manage a variety of simple and complex entity structures.
PureClient allows you to easily adapt to the ongoing changes within the regulatory environment.
Whatever your requirements, we will work with you to take the heavy lifting of implementing and configuring PureClient within your business environment.
Easily build entity structures via a drag and drop interface.
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 effortl 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
Find out more about how PureClient can help you onboard data while eliminating manual errors and improving data transparency.
Puritas Limited, 3a Rue de Funchal, St Helier, Jersey, PO Box 637, JE4 5YU
T: +44 (0) 1534 874 100
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