What Puritas does for corporate and private wealth teams

Puritas provides client and entity data management software used by corporate service providers and private wealth firms across the UK, Ireland, and key international and offshore jurisdictions including Luxembourg, South Africa, the Channel Islands, Bermuda, and the Cayman Islands. The software centralises ownership structures, beneficial ownership, and customer due diligence (CDD) records into a single source of truth, with screening, risk assessment, and periodic reviews running from the same client record, and a complete audit trail behind every change.

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Your challenges

The work of administering structures is detailed, regulated, and personal. Clients trust you with arrangements that took years to build. These are the pressures we hear about most often from the firms we work with.

Structures that outgrow the systems holding them

Structures rarely stay simple. Entities are added, ownership shifts, and relationships multiply across jurisdictions. When that picture is spread across separate systems and spreadsheets, answering a basic question, such as who ultimately owns this entity and how the firm knows, takes longer than it should and depends on someone remembering where to look.

Client data scattered across the firm

The same client can exist in the accounting or CRM system, the CDD file, and three different spreadsheets, each version slightly different. Knowing which record is current often sits with one or two people, and that key person dependency becomes a real operational risk the moment they are away or move on.

Onboarding that tests client patience

New clients judge a firm by its first few weeks. When due diligence collection is manual and document requests are sent in waves rather than all at once, onboarding stretches out and the relationship starts on the back foot. The team feels it too: chasing paperwork takes time away from higher-value client work.

Reporting assembled by hand, every time

FATCA and CRS reporting, periodic reviews, and regulator requests each mean pulling data from multiple places, checking that it reconciles, and formatting it again. The reporting itself is routine. The assembly is what consumes the time.

Governance that is hard to evidence

When data lives across several systems, visibility into who changed what and when is limited, and audit trails are rarely complete. Providing evidence of governance and control to a regulator or auditor becomes an exercise in reconstruction rather than something the firm can produce from the record with confidence.

How we help

We give corporate and private wealth services teams a single platform for client and entity data, with compliance built in from the outset rather than layered on afterwards. Structures, screening, and risk assessment all run from the same place.

Streamline your client data

One accurate record for every client, entity, and relationship. Structures, beneficial ownership and client relationships are maintained in one place, so the full picture is always current and available to the people who need it.

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Manage compliance & risk

Screening, risk assessments, and periodic reviews run from the same client record, with embedded controls and a complete audit trail. Governance can be demonstrated with confidence, not reconstructed under pressure.

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Onboard new clients & investors faster

Structured due diligence collection that asks once, not in waves. Faster time to revenue for the firm and a first impression that matches the service your clients were promised.

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Accreditations
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Insights

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

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See your structures clearly 

If your team spends more time assembling information than using it, we’d like to show you a different way of working. A discovery call takes 30 minutes and starts with your structures, relationships and processes, not our software. 

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