Fund Factsheet Automation

Convert manually created documents such as Fund Factsheets and Key Investor Documents into automated PDFs, then batch produce them at scale.

A factsheet automation platform built for financial services

Save time & money through automation

Make considerable savings in time and resources by automating your manually produced factsheets 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.

Creating documents such as fund factsheets or KIIDs manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates over 10,000 automated documents every month for a range of financial institutions globally. Our workflow feature allows for marketing, compliance and operations departments to approve document production with pixel-perfect PDFs set your brand guidelines and an audit history keeps records of all your production runs.

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.

DocPress Automation

Watch DocPress document automation in action

 

Cutting-edge thought leadership & resources

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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author

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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author

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.