From Outsourcing Frustration to In-House Efficiency: How JTC Transformed Fund Administration with Puritas
In the dynamic landscape of financial services, data integrity plays a pivotal role in maintaining investor trust and regulatory compliance.
A prominent multi-jurisdictional fund administrator, focused on managing global funds and investors, sought to elevate their client interactions through a streamlined and secure online platform. Their goal was to establish investor portal access, enabling their underlying investors (the portal users), fund managers and ACD’s to the ability to access and manage their investment information.
Puritas MD Trevor Cole reminds us that it’s never too late to learn … especially about the subject of quality and quest for continuous improvement
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Area of interest* Data ManagementDocument ManagementFACTA & CRSInvestor PortalKYCC,CDD & AMLOn-BoardingPureClientPureFundsPureManagerPurePortfolioRisk ManagementShare Register
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