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Document Hub

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.

 

A document management platform built for financial services

Save Time & Resources

Save time and increase sales enablement by collating all of your documents in the cloud accessible on any device.

Mitigate Compliance Risks

Reduce compliance and distribution risks by storing all of your financial documents in one central, secure place.

Bank-Grade Secure

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

One of the most common challenges our customers experience is being able to collectively store and distribute all of their financial documents, in a cohesive and centralised fashion. For asset managers, this often includes fund literature and other product related or regulatory documents that need publishing regularly on their website and also require targeted distributing to investors.

DocPress allows financial services firms to aggregate all their documents from a wide range of sources into one centralised, secure repository that can then be utilised and distributed in a compliant fashion.

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.

DocPress hub

On-Demand Webinar

 

Dedicated Resource Site

The Fund Marketing Document Center

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.

Read now
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.