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Puritas - Investor Portal

作者 Puritas

Efficiently manage investor communication and correspondence

Around-the-clock access for your investors, intermediaries and fund managers

Investors want ever-greater levels of correspondence and visibility, while fund administrators want to ensure that sensitive information is kept secure. When you can strike the right balance, you can ensure you not only save time and resource, but improve the relationship you have with all your stakeholders.

By using PureFunds’ investor portal we can ensure your transition to an online platform is effortless and efficient enabling your investors, intermediaries and fund managers have access to a self serve, secure portal where they can retrieve vital documents at a single click.


Self-serve portal
Offer investors, intermediaries & fund managers with access to data and documents allowing them to self serve their needs.

Reporting
Offer investors, intermediaries and managers the ability to view all portfolio and fund transactional data. Run reports & export data to excel or PDF.

Streamlined investor fund administration
Seamless integration with PureFunds, enabling effortless upload of investor correspondence.

Secure portal
Hosted in Microsoft Azure or locally, our investor portal provides a secure environment requiring multi-factor authentication to access investor data and correspondence.

概览

https://store-images.s-microsoft.com/image/apps.39354.5b6c708b-cdd0-4ae3-959a-3c162fb849cc.531d7ceb-30f4-42c2-a37c-d6672cbcb338.b8111c31-17fa-4045-8fba-47138731ab78
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https://store-images.s-microsoft.com/image/apps.9901.5b6c708b-cdd0-4ae3-959a-3c162fb849cc.531d7ceb-30f4-42c2-a37c-d6672cbcb338.aacc1c21-3978-4b6d-bf6c-17589b808ef8