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DocPress

Automate every aspect of your document production process using Kurtosys DocPress.

Document Automation Document Hub Production Centre

A document automation platform for asset managers

Save time & money through automation

Make considerable savings in time and resources by automating your manually produced financial documents at scale.

Mitigate Compliance Risks

Work with your compliance team to approve documents during the production process, reducing errors and risk.

Bank-Grade Secure

Our ISO 27001 certification means we protect your data at all layers of the DocPress and Kurtosys platform.

Our DocPress platform allows you to completely automate all of your marketing materials - from sales presentations, to fund factsheets, to quarterly investment reports.

Once you’ve pushed your data into our FundPress platform, our team works with you to define a set of data-driven templates (totally bespoke to your brand) which automatically merge your data in a compliant fashion into an approval workflow, before being converted to the output of your choice in our production centre.

For presentations, our slide manager allows you to combine manually created slides with automated content and to automatically reassemble decks whenever the underlying content changes. To support your compliance requirements, DocPress offers a fully customisable workflow, allowing you to involve different teams in approving materials once they have been produced. In addition, once workflows complete, documents can be automatically distributed to your partners, your website, or your portal.

Enterprise features for financial document automation

Automated Document Production

Automatically produce all your financial marketing materials including presentations, factsheets and quarterly investment reports.

Hi-Res CMYK Rendering

We've integrated Adobe InDesign Server® into our platform to ensure we can output hi-res 4 colour PDFs for printing.

PDF and PowerPoint Outputs

Once created, all your fund marketing documents will be available for download in both .pdf and .pptx formats.

Localisation

All your documents will automatically be translated, helping you localise your content for your audiences.

Data-driven Templates and Components

Include data-driven components in all your marketing documents, with data pulled straight from FundPress.

Automatic Distribution

Automatically distribute your documents to various platforms including your Kurtosys Fund Center and Document Portal.

Disclaimer & Commentary Management

Manage all your fund commentaries, disclaimers and translations within FundPress, with all changes automatically pushed through to DocPress.

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Fix Data Issues in Real-time

Fix data errors in real time using FundPress Data Management with all changes automatically pushed through to your fund documents.

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Brand-specific Templates

Changes to your brand-specific templates can easily be requested from within DocPress, as part of our managed service.

Cutting-edge Thought Leadership & Resources

author

Fund Marketing


5 Things We Can Automate In Your Fund Factsheets


Garth Alistoun on January 23, 2019

Automating fund factsheets is advantageous and simple in most cases. We've highlighted 5 key areas that can be automated to save you time and reduce stress.

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author

Fund Marketing


The top 8 fund factsheet production frustrations, and how to eradicate them


Garth Alistoun on January 14, 2019

We’ve made a list of the top eight factsheet production issues you are likely to encounter – and what you can do to eradicate them.

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author

Interviews


Thoughts from Miton on Content, Technology & Fund Factsheets


Sam Shaw on December 06, 2018

Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.

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Request a Demonstration

Whether you’re looking to build a document library for your website or improve distribution, get in touch and we’ll be happy to show you.