Our products have been specifically designed to meet the increasingly complex regulatory, compliance, and reporting challenges that our clients face. By using automation, straight-through processing and API’s with many of the worlds leading third party providers, you benefit from the latest in FinTech. Efficiencies and costs are reduced. And you have a secure technology solution, easily customisable to business, regulatory and reporting change. Giving you the ability to scale and grow.
Our products include:
PureFunds – Designed to support Investor Service providers to easily manage multiple asset classes and fund structures. PureFunds is built with the end user in mind and an intuitive system and in-built workflow allowing administrators become more profitable by processing tasks quicker and easier.
PureClient – An advanced record management system that manages all customer static data together with customer due diligence, risk assessments, automatic risk reviews and regulatory reporting including FATCA & CRS. The application provides the necessary transparency and look-through reporting that is needed to manage sophisticated structures
PureManager – Fund accounting, ledgers and reconciliation platform.
International Saving Plan (ISPs) – Our fully automated ISP solution, handles everything from receiving member contributions to investing into the portfolio of funds of their choice. Straight through processing and state of the art automation seamlessly handles everything to run an ISP profitably. Your clients benefit from viewing their cash and transactions on a dedicated secure portal. Anytime, anyplace, anywhere.
Investor Portal – Our Investor Portal interfaces to all our products allowing a single view of client. The portal has three different views to support Investors, Intermediaries and Manager. The portal can be white labelled to match your company branding.