From Outsourcing Frustration to In-House Efficiency: How JTC Transformed Fund Administration with Puritas
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
Discover how Puritas transformed a prominent fund administrator's client interactions through a secure and efficient investor portal. The solution streamlined investor access, enhanced transparency, and empowered administrators, resulting in improved client satisfaction and operational excellence. For detailed insights, explore the full case study.
Understand how Puritas partnered with a local financial firm to overcome data inconsistencies and compliance challenges through advanced Data Remediation software, PureClient. By streamlining data analysis, cleansing, and compliance checks, Puritas enhanced data accuracy, regulatory adherence, and operational efficiency. Delve into the full case study for comprehensive insights.
Area of interest*
Data ManagementDocument ManagementFACTA & CRSInvestor PortalKYCC,CDD & AMLOn-BoardingPureClientPureFundsPureManagerPurePortfolioRisk ManagementShare Register