Rufus SaaS helps Castle Trust implement in-house admin with improved efficiency of service for new and existing customers. Castle Trust is an investment provider and specialty lending firm established in 2012. As of 30 September 2017, Castle Trust’s retail bond business had grown to £602.4m investment value under management.

For the first four years, the administration of Castle Trust’s bond business was placed with a large outsourced transfer agency business. As the business grew, Castle Trust felt that the generic outsourced administration model sometimes meant that they were swept up in change programmes that weren’t directly relevant to its business. Additionally, the company had ambitious plans to grow business further which supported the business case to take back control and a decision was made to bring the process in-house.

Following a review of market options and a period of detailed due diligence, Castle Trust selected Bravura’s Rufus Software as a Service (SaaS) package solution as the foundation upon which to grow their business.


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