PureFunds provides a centralised client data management solution to support our acquisition and integration projects. The process minimised risk and acquired clients were on-boarded quickly and easily.
Puritas considers client administration challenges involved when onboarding new investors It’s interesting to think how easily three letter acronyms (TLAs) enter our lives and become commonplace. And to reflect on what we feel upon hearing them.
Puritas examine the optimum response to increasing regulatory reporting requirements: What are the worries keeping you awake at night?
Puritas examines the advantage of ISO accreditation for organisations and offers insight on the journey needed to gain it.