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Product overview
The Puritas self-service portal gives investors, intermediaries and authorised users secure, real-time access to the information and transactions they need without relying on your operations team. Users can view holdings and valuations, access statements and correspondence, monitor transaction activity, and securely submit subscriptions, redemptions and transfers online. Role-based permissions ensure every user sees only the information relevant to them, whether they are an investor, intermediary or authorised fund representative.
Built as an extension of PureFunds, the portal publishes holdings, transactions and correspondence directly from the fund administration & transfer agency software, ensuring users always have access to accurate, up-to-date information from a single source. By giving users direct access to information, documents and transactions, it reduces routine enquiries, manual administration, email traffic and the need to rekey transaction instructions. Multi-factor authentication, helps protect both user access and transaction activity
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The self-service portal is fully integrated with PureFunds, so holdings, transactions and investor correspondence are published automatically from the fund administration platform. Investors, intermediaries and administrators all work from the same up-to-date information, with no duplicate records, separate document libraries or manual synchronisation required.
Key benefits & features
24/7 self-service
Give investors, intermediaries and authorised users secure access to holdings, valuations, correspondence and transaction activity whenever they need it.
Online transactions
Allow subscriptions, redemptions and transfers to be submitted securely through the portal, reducing manual instructions and rekeying. Securely submit subscriptions, redemptions and transfers online, reducing manual instructions, rekeying and processing delays.
Integrated with PureFunds
Holdings, transactions and correspondence are published automatically from PureFunds, ensuring every user has access to accurate, up-to-date information without duplicate records or manual updates.
Enterprise-grade security
Multi-factor authentication helps protect user access and transaction activity. Flexible deployment through Microsoft Azure or your own infrastructure enables the portal to meet your security and operational requirements.
Better investor experience
Deliver the digital experience investors increasingly expect while reducing phone calls, emails and routine administrative queries for your operations team.
White-labelled experience
Brand the portal as your own or provide branded portals for the Fund Manager, ACDs or organisations you support, creating a seamless digital experience for investors while maintaining each organisation’s identity.
Frequently asked questions
Investors, intermediaries and fund managers, each with role-based access tailored to their needs. Investors see their own holdings and correspondence. Intermediaries see the investors they advise. Fund managers have access to fund-level activity and reporting. Access is configured by your portal administrator, and every login is protected by multi-factor authentication.
From PureFunds, our fund administration & transfer agency platform. Holdings, transactions and investor correspondence are published directly from PureFunds, so investors and administrators are always working from the same information rather than separately maintained copies.
Yes. The portal can be fully white-labelled to reflect your brand. It can also be specifically branded for your clients, whether it be the Fund Managers, ACDs or any other organisations you work with, providing a seamless digital experience while maintaining each organisation’s identity.
No. The self-service portal is built as an extension of PureFunds, sharing the same data, security model and operational processes. There is no duplicate data or separate administration.
Deliver a better digital experience
Deliver the digital experience your investors and intermediaries expect without increasing the workload for your operations team.
The Puritas self-service portal provides secure, real-time access to information, documents and transactions while integrating seamlessly with your existing fund administration processes.
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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.
See the Self-service Portal in action
Discover how the Puritas self-service portal gives investors and intermediaries secure, 24/7 access to information, documents and transactions — while reducing routine administration for your team.