FundPress

The FundPress platform allows digital marketers to create engaging and compliant product experiences, launch highly secure websites, and manage their document and data processes - all from one application.

Fund Tools Data Orchestration Data Healthcheck
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Intuitive Fund Data Hub

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.

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Orchestrate Web Content

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.

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Amazing Fund Tools

Amazing product experiences and data visualizations, completely configurable to ensure correct and compliant display of key data points and disclosures.

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Enterprise Content Management for Financial Services

One Complete Platform

Content, Data, Documents, Websites and Compliance - all under one roof and all connected in the way they should be.

Blazingly Fast

FundPress uses in-memory caching, Akamai CDN and the power of the cloud to bring your sites to life at the speed of thought.

Bank-Grade Secure

DDoS protection, intrusion monitoring and ISO 27001 certification means we protect your data at all layers of the FundPress platform.

 

Enterprise features for data, content and documents

Data Orchestration

A one stop shop for all your fund data storage and dissemination needs. View all your fund data in one aggregated dashboard.

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Fund Data Tools

Amazing product experiences and data visualizations, completely configurable to ensure correct and compliant displays of data.

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Data Healthcheck

Create validation rules in the Data Healthcheck to highlight fund data issues before they go live on your website and documents.

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Translation & Localization

Manage your entire library of localized content by easily adding translations for common phrases into multiple languages.

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Document Generation

Digital documents that update in real-time, or can be mass generated at the click of a button. Factsheets, KIIDS, PRIPS and more.

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Disclaimer & Commentaries Management

FundPress makes authoring, publishing and managing your fund commentaries and disclaimers a streamlined exercise, with the workflow centralized all in one place.

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API

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.

Snapshots

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.

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Data Editing

Our data editing feature allows you to directly edit data across all of your key properties within FundPress, from fund administrator names to benchmark codes.

Watch how FundPress can orchestrate your fund data

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Kurtosys Platform


Latest Kurtosys release introduces 2FA, user emulation, custom identifiers


Leandi Kolver on July 10, 2018

This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of user impersonations. Also included in this release is the introduction of custom fund and share class identifiers.

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Kurtosys Platform


Introducing Kurtosys DocPress & Enhanced Admin Features


Patrick McKenna on March 14, 2018

We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.

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Document Distribution


Using Kurtosys to store, manage & distribute all your financial documents


Alexandra Filippova on January 22, 2018

A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.

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Request a Demonstration

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.