Jersey, JE4 5YU,
United Kingdom
Puritas
Puritas, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Puritas collaboration with software players such as Puritas empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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JTC Group | Banking and Financial Services | 2300 | $412M | Jersey | Puritas | Puritas PureFunds | Portfolio and Investment Management | 2018 |
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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JTC Group | Banking and Financial Services | 2300 | $412M | Jersey | Puritas | Puritas PureClient | Investor Onboarding | 2021 |
In 2023, JTC Group implemented Puritas PureClient and Puritas PureFunds as part of an Investor Onboarding deployment led by vendor and systems integrator Puritas. The program was led from Jersey and focused on bringing fund administration and investor onboarding in house while centralising client and entity data, customer due diligence CDD and investor portal access across JTC's global network.
The deployment targeted fund administration and finance process orchestration, configuring Puritas PureClient for investor onboarding workflows and Puritas PureFunds for fund servicing and reporting. Implemented capabilities included central client and entity records, automated CDD workflows, investor portal provisioning and enhanced reporting to support regulatory reconciliation and operational scalability.
Governance and rollout were managed through a Jersey led program office that consolidated data governance and standardised onboarding workflows across regions and business units. The implementation delivered measurable gains in efficiency, scalability and regulatory compliance through automated workflows, improved reporting and a better investor experience.
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Buyer Intent: Companies Evaluating Puritas Services
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