Create a centralized financial document repository for all of your marketing, sales and client service teams. Use powerful bulk-uploading and tagging features to aggregate your documents from a variety of sources, before distribution.
Save time and increase sales enablement by collating all of your documents in the cloud accessible on any device.
Reduce compliance and distribution risks by storing all of your financial documents in one central, secure place.
Our ISO 27001 certification means we protect your data at all layers of the DocPress and Kurtosys platform.
Upload all your financial documents in bulk using a simple drag & drop interface, or upload via a manifest file which can include metadata.
Replace documents in bulk with controls over replacing key document properties such as title, date, language and any metadata of your choice.
Create saved searches to easily keep track of all your document types such as languages, types of investment or document types.
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.Read now
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.Read now
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.Read now
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.