List of Puritas PureFunds Customers
Jersey, JE4 5YU,
United Kingdom
Since 2010, our global team of researchers has been studying Puritas PureFunds customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Puritas PureFunds for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Puritas PureFunds for Portfolio and Investment Management include: Apex Fund Services, a Bermuda based Banking and Financial Services organisation with 13000 employees and revenues of $3.25 billion, JTC Group, a Jersey based Banking and Financial Services organisation with 2300 employees and revenues of $412.0 million and many others.
Contact us if you need a completed and verified list of companies using Puritas PureFunds, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Puritas PureFunds customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Apex Fund Services | Banking and Financial Services | 13000 | $3.3B | Bermuda | Puritas | Puritas PureFunds | Portfolio and Investment Management | 2021 | n/a |
In 2021, Apex Fund Services implemented Puritas PureFunds as a transfer-agency and portfolio management platform to support UK retail and UCITS structures. The deployment targeted fund administration and transfer agency operations in the United Kingdom, using Puritas PureFunds to increase automation across dealing, payments and reporting while improving straight through processing and operational efficiency.
The implementation configured core Portfolio and Investment Management capabilities in Puritas PureFunds, including transfer agency workflows, dealing engine orchestration, payments processing and reporting modules. The configuration emphasized automation of subscription and redemption lifecycle events, NAV-informed reporting and reconciliations to reduce manual touchpoints in fund administration and middle office processes.
Puritas PureFunds was integrated with Calastone, EMX, Vestima and SWIFT as part of the operational architecture. These integrations were used to connect settlement networks, electronic order routing, pricing and NAV services, and payment messaging, enabling end to end processing from order capture through settlement and payment notifications.
Governance and operational scope focused on UK fund administration teams and transfer agency functions, aligning operational runbooks and exception workflows to the new platform. Apex Fund Services Puritas PureFunds Portfolio and Investment Management supports fund administration and transfer agency business functions, with the rollout explicitly scoped to UK retail and UCITS structures and designed to raise STP and operational efficiency.
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JTC Group | Banking and Financial Services | 2300 | $412M | Jersey | Puritas | Puritas PureFunds | Portfolio and Investment Management | 2018 | Puritas |
In 2018, JTC Group implemented Puritas PureFunds to bring fund administration and transfer agency in house, deploying Puritas PureClient alongside PureFunds to manage client and CDD data within a Portfolio and Investment Management context. The implementation positioned Puritas PureFunds as the core Portfolio and Investment Management application for fund administration and investor portal functionality across JTC Group fund operations.
The deployment configured functional modules for fund administration, transfer agency, investor portals, and client onboarding and CDD data management, with automation of routine workflows and enhanced reporting capabilities. Puritas PureFunds and PureClient were used together to centralize investor recordkeeping, automate transfer agency tasks, and streamline reporting workflows for fund operations teams.
Puritas acted as the implementation partner for the program, integrating PureFunds with PureClient to provide a unified operational stack for client data and investor services. Operational coverage targeted Jersey and global fund administration activities, aligning fund operations, transfer agency, and investor services under the new in house platform.
Governance and process change focused on bringing administration in house and centralizing operational ownership within JTC Group fund operations, as described in the Puritas published case study. The Puritas case study explicitly cites use of Puritas PureFunds and Puritas PureClient for fund administration and investor portals in the Jersey and global fund administration context, and highlights automated workflows, improved reporting, and scalability across global fund operations.
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