Enterprise Content Management for Financial Services

A unique platform to orchestrate all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.

 

← Our Platform Explained

FundPress disclaimer management Generali Investments website

A series of modules to increase marketing efficiency in investment management

Fund Data Orchestration

FundPress

An enterprise content management system for publishing compliant investment product material across your websites and documents.

Fund Fact Sheet Automation

DocPress

DocPress enables investment managers to bulk-automate production of their fund factsheets saving time, resources and money.

Financial Document Distribution

InvestorPress

Provide secure, entitled access and distribution to all of your global investors, advisors and clients through your own branded portals.

Financial Website CMS

WordPress for Finance

Built on the foundations of the world's most popular CMS, optimized with bank-grade security, compliance and finance-specific components.

 

FundPress Explained

 

WordPress for Finance Explained

 

InvestorPress Explained

Investor Fund Tools

Build amazing tools for your investors

Give your investors the best possible user experience with the latest data visualisation tools and product pages. All deployed and managed from one platform.

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Translate & localize your content

Kurtosys makes it easy to manage all your digital fund properties in multiple languages, from one dashboard. Configured with the languages that matter to your business, FundPress Translations helps you localize your content for your audience.

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Fund Property Translations

Fund Data HealthCheck

Eliminate data issues before they go live

FundPress lets you create validation rules to give your data a 'health check' to highlight data issues before they go live on your website and documents.

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Distribute the right documents to the right investors

Store all of your financial documents in the cloud, and provide secure and entitled access and electronic distribution to all of your global investors, advisors, clients and employees through your own branded document portal.

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Financial Document Distribution

Record-keeping Snapshots

Mitigate issues with financial compliance & regulation

Kurtosys Snapshots can assist with compliance and regulation such as MiFID II, as it records and stores read-only versions of your chosen web pages for 10 years.

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Automate all your fund factsheet production

Free up time and resources by bulk-automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.

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DocPress

WordPress for Finance

Manage all of your WordPress websites

Our new command hub for launching and managing WordPress sites brings a suite of security and control features to the creation and management of your WordPress for Finance instances.

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Trusted by the World’s Leading Asset Managers

Read our Customer Success Stories

Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.

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Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.

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Enjoy a world of benefits from our platform

We’ve invested millions so you don’t have to.

Triple your engagement levels

We’ve built all the tools for financial marketers to create and promote content and drive up those investor engagement levels.

Mitigate security threats & vulnerabilities

We’ve invested millions and have spent 15 years worrying about security so you can focus on marketing and sales.

Personalise journeys for specific investors

Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.

Ensure optimised page speed worldwide

We partner with services such as Akamai to provide the best possible page speeds which can scale with your digital footprint.

Cut implementation times in half

Our team of experts are used to dealing with projects large and small and we deliver projects on time and on budget.

Save time & money through automation

Our entire platform is designed around automated processes for your data so you can focus on your core business.

Cutting-edge resources for financial marketers

Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.

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Webinars


Webinar: What can we learn from Millennials?


Marketing Team on September 18, 2018

What can we learn from Millennials when it comes to their investing habits? Kim Bell from Bdifferent (Financial Services Market Research), explores results from their UK study of 1,000 Millennials. Register now for this webinar on October 18, 2018.

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White Papers


How Asset Managers are preparing for Brexit


Tim Cooper on September 13, 2018

A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.

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White Papers


The Asset Manager’s Guide To: Improving UX Through Personalisation


Richard Watts on July 25, 2018

We believe asset managers need to put personalisation at the heart of their design process in order to improve the user experience. Rich Watts, Head of Digital, explores how investment marketers can create a winning personalisation strategy.

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Latest from our Digital Marketing Blog

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Wealth Management


No-fee funds: Will we all be working for free soon?


Carolyn Marsh on September 24, 2018

Offering a free base-level product is a popular – and proven – way of walking new clients in the door. Carolyn Marsh argues we should have all seen this coming.

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Digital Marketing


AMMF #53: Megatrends, Brexit preparations, financial advisor jokes


Elliot Burr on September 21, 2018

This week’s edition brings you the latest megatrends, an investment world LGBT+ campaign, a cryptocurrency U-turn and Tinder for private banking.

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Kurtosys Platform


Latest Kurtosys release introduces document watermark passwords, disclaimer & commentary hyperlinks


Leandi Kolver on September 20, 2018

We’re excited to announce the latest release of Kurtosys which includes various feature enhancements to improve document security and give you more control and flexibility.

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Request a Demonstration

Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.