FundPress

The FundPress platform allows digital marketers to create engaging, compliant and interactive tools; view aggregated data and monitor data health; publish and manage pertinent content snippets such as disclaimers - all from one application.

Fund Center Data Healthcheck Snapshots
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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

Fund Data Management

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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Commentary Management

Author and manage all your fund commentaries on one centralized platform, assign approval workflow for your compliance team and publish seamlessly.

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Disclaimer Management

FundPress makes authoring, publishing and managing your fund 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.

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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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Approval Groups

Kurtosys Approval Groups enable you to seamlessly manage the workflow of your content such as fund commentaries, disclaimers and documents with your internal teams.

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Segmentation Lists

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.

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Salesforce Integration

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.

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Learn more about FundPress Data Management

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Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

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Kurtosys Platform


Latest Kurtosys release introduces document watermark passwords, disclaimer & commentary hyperlinks


Leandi Kolver on September 20, 2018

We’re excited to announce the latest release of Kurtosys which includes various feature enhancements to improve document security and give you more control and flexibility.

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Kurtosys Platform


Kurtosys’ latest release introduces Enterprise Security Features


Leandi Kolver on August 21, 2018

Enterprise security features in this release provide flexible settings in line with common InfoSec requirements set by global financial institutions.

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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.