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Bringing fund administration in-house: How technology & partnership delivered results Bringing fund administration in-house gives firms greater control, but it also raises questions around scalability, regulatory support and implementation risk. One fund administration firm faced those challenges after an outsourced service failed to meet expectations. Working with Puritas, it established an in-house operating model using PureFunds and PureClient, supported by close collaboration throughout delivery. The case study shows how technology, data and partnership came together to support the transition. https://lnkd.in/er9nsNcV/?utm_campaign=Boost_Post_WebsiteVisits_Sep30,2026&utm_source=linkedin&utm_medium=paid&utm_id=1227101693&hsa_acc=509266056&hsa_cam=1227101693&hsa_grp=895352813&hsa_ad=1567001773&hsa_net=linkedin&hsa_ver=3

When CDD, risk decisions and reviews are completed within one system, the evidence is captured as the work happens. Audits and regulatory enquiries become far easier to manage because your audit trail answers instantly. Explore how PureClient automates CDD, risk scoring, periodic reviews and reporting while preserving complete evidence.

Growth should not automatically mean more rekeying, reconciliations or hiring. Puritas automates the routine parts of dealing, payments, register updates and communications so your people can manage greater volumes while spending more time on exceptions, oversight and client service. See how fund administrators scale with Puritas.

Fragmented records weaken control and create repeated work. PureClient brings client data, CDD, risk assessments, screening, reviews and reporting together so your team works from one current record throughout the relationship. Discover how PureClient supports multi-jurisdictional CDD, risk and reporting from a single platform.

Most teams are still rekeying information that could flow automatically from subscription through to settlement. PureFunds connects instructions, dealing, settlement, register updates, payments and correspondence in one automated workflow so your people focus on exceptions that genuinely need their attention. Discover how to automate your fund administration.

There should never be doubt about which client record is correct. Puritas helps teams create a single, dependable record for clients, entities, beneficial owners and supporting documents, reducing duplication and improving the accuracy of every process that relies on that information. Discover how to consolidate your client data.