DocPress

The DocPress platform enables marketing, operations and customer service teams to bulk automate, upload, tag and manage all of your financial documents at scale.

Document Automation Document Hub Production Centre
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Factsheet Automation

We convert your manually created documents such as Fund Factsheets and Key Investor Documents into automated PDFs, then enable you to batch produce them at scale.

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Document Hub

Upload your documents in bulk via drag & drop or using a manifest file. Then tag with metadata and use saved searches and powerful filters to manage your document library.

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Factsheet Production Center

Batch produce your factsheets at scale in real-time either using preset runs or ad-hoc. The workflow and audit dashboard keep records of who has produced which documents and when.

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A document management platform built for financial services

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.

Watch DocPress factsheet automation in action

 

Enterprise features for financial document automation

Flexible Workflow Editor

Create document production workflows and attach them to approval groups for your internal review such as your compliance department.

Simple Template Controls

Access all the component parts of your document templates through a simple interface, allowing you to switch panels on and off with ease.

Real-time Document Previews

Preview your automated documents in real-time via a simple gallery with useful filters for different document types and languages.

Bulk Upload Wizard

Upload all your financial documents in bulk using a simple drag & drop interface, or upload via a manifest file which can include metadata.

Bulk Document Replace

Replace documents in bulk with controls over replacing key document properties such as title, date, language and any metadata of your choice.

Saved Searches

Create saved searches to easily keep track of all your document types such as languages, types of investment or document types.

Cutting-edge thought leadership & resources

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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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White Papers


MiFID II for Asset Managers: Threat or Opportunity?


Mash Patel on July 10, 2017

The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.

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White Papers


Improving Sales Enablement for Asset Managers


Luke Hinchliffe on February 13, 2017

Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.

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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.