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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.

On-Demand Webinar

 

Dedicated Resource Site

The Fund Marketing Document Center

Cutting-edge Thought Leadership & Resources

author

White Papers


The Guide to Fund Marketing Document Production


Luke Hinchliffe on April 01, 2019

In this 16-page eBook, we explore common aspects involved in Fund Marketing Document Production. Including common frustrations, design process, typical components, guide to automation, regulation, industry opinion and more.

Read now
author

Webinars


Webinar: Producing perfect fund factsheets in half the time


Leandi Kolver on March 26, 2019

We explore five ways you can move towards automating your factsheet production process so that you are not only saving on time and costs, but also meeting the compliance and regulatory needs of your business.

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author

White Papers


Modern Trends in Financial Document Distribution


Elliot Burr on August 14, 2017

With the increasing need for an asset manager to maintain a positive relationship with their investors; we look at the costs, integrations, collaboration, adoption, regulation and security of financial document distribution.

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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.