Batch-produce your fund marketing documents at scale in real-time either using preset runs or produce them ad-hoc. Powerful workflow and audit controls keep records of who has produced which documents and when.
Make considerable savings in time and resources by automating your manually produced financial documents at scale.
Work with your compliance team to approve documents during the production process, reducing errors and risk.
Our ISO 27001 certification means we protect your data at all layers of the DocPress and Kurtosys platform.
Create custom or segmentation list based document production workflows and attach them to approval groups for internal review.
Create exceptions when rejecting a workflow step to easily notify all relevant approval groups and users of the issue.
Automatically distribute documents to your Kurtosys Document Library and other information vendors through our secure APIs.
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
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
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
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.