Get a bird’s-eye view of all your fund data in one aggregated dashboard and easily create custom dashboards using widgets across all of your fund marketing activity.
FundPress offers ultra fast and ultra secure hosting of the world’s most popular CMS – WordPress – but tailored for the specific needs of financial services businesses.
Amazing product experiences and data visualizations, completely configurable to ensure correct and compliant display of key data points and disclosures.
Content, Data, Documents, Websites and Compliance - all under one roof and all connected in the way they should be.
FundPress uses in-memory caching, Cloudflare and the power of the cloud to bring your sites to life at the speed of thought.
DDoS protection, intrusion monitoring and ISO 27001 certification means we protect your data at all layers of the FundPress platform.
A one stop shop for all your fund data storage and dissemination needs. View all your fund data in one aggregated dashboard.Learn More
Amazing product experiences and data visualizations, completely configurable to ensure correct and compliant displays of data.View Tools Gallery
Create validation rules in the Data Healthcheck to highlight fund data issues before they go live on your website and documents.Learn More
Manage your entire library of localized content by easily adding translations for common phrases into multiple languages.Learn More
Author and manage all your fund commentaries on one centralized platform, assign approval workflow for your compliance team and publish seamlessly.Learn More
FundPress makes authoring, publishing and managing your fund disclaimers a streamlined exercise, with the workflow centralized all in one place.Learn More
Drive your native app, calculate key risk metrics in real-time, or even connect your internal systems directly to FundPress to ensure the most up-to-date data is always available for your investors.Learn More
The Snapshots feature can assist with compliance and regulation such as MiFID II, as it records versions of all of your fund product pages with the ability download the HTML or PDF versions.Learn More
Kurtosys Approval Groups enable you to seamlessly manage the workflow of your content such as fund commentaries, disclaimers and documents with your internal teams.Learn More
The FundPress Segmentation Lists module enables you to group funds based on your chosen criteria and easily apply fund information, like disclaimers and commentaries, to similar funds.Learn More
The Kurtosys Salesforce Integration allows you to manage your Kurtosys user profiles and permissions for documents and data from within Salesforce, making user management effortless and saving you time.Learn More
Leandi Kolver on August 06, 2019
The latest Kurtosys release includes enhancements to the translations module and the introduction of Kurtosys Studio – a module that will ultimately allow you to configure apps for your fund website with zero coding knowledge required.Read now
Leandi Kolver on May 14, 2019
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with more ease.Read now
Leandi Kolver on March 14, 2019
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center.Read now
Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.