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, Akamai CDN 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.
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.
Manage your entire library of localized content, and for customers of DFS, request and receive translations directly from within FundPress.
Your fund literature library, wired straight into the web, piped securely to your partners, or plumbed into your portals.
Digital documents that update in real-time, or can be mass generated at the click of a button. Factsheets, KIIDS, PRIPS and more.
FundPress makes authoring, publishing and managing your fund commentaries and disclaimers a streamlined exercise, with the workflow centralized all in one place.
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.
Whether you're looking to automate a sales presentation or simply put the right data in your team's hands, our office plugin can connect the dots and bring your documents to life.
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.
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.
Alexandra Filippova on January 22, 2018
A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.Read now
Alexandra Filippova on November 09, 2017
Kurtosys users are now able to comply with aspects of record-keeping regulations (such as MiFID II), by saving ‘snapshots’ of their web pages.Read now
Lily Nathanson on March 21, 2017
FundPress’ ‘Fund Data Management’ tab makes viewing all of your fund and share class information in one place possible with high functionality.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.