Fund Data Management

Manage, author, publish and check your fund data - all in one place - then drive it automatically into your sites, tools, documents and even to your partners via our APIs.

 

A data platform built to improve the investor experience

Save time & resources

Make considerable savings in time and resources by collating and managing all your data more efficiently.

Bank-Grade Secure

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

Blazingly Fast

In-memory caching, Akamai CDN, and the power of the cloud all bring your data and documents at the speed of thought.

Through the FundPress Fund Data Management module you can easily manage all properties, allocations, statistics and timeseries data associated with Fund, Class or Benchmark entities in one central location.

You can easily navigate through your fund information, using the type-ahead search functionality, to pinpoint a particular fund against the filters that catalogue the information on the main page. You can also view a breakdown of any fund's specific properties, edit a fund's existing properties or add new properties.

World-Class Features for Fund Data Management

Data Hub

Collate all your fund data sources: spreadsheets, web services, manually collated and even Morningstar feeds can be automatically aggregated to give one coherent and up to date view.

Data Healthcheck

FundPress exposes a powerful search and review interface to allow you to perform data checks and find errors in your data. Create your own validation templates to check for errors.

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Data Editing

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

Page Snapshots

The Snapshots feature can assist with compliance and regulation such as MiFID II, as it records versions of all of your product pages with the ability to download HTML or PDF versions.

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Fund Disclaimers & Commentaries

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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Approval Workflow

Seamlessly manage the workflow of your content such as fund commentaries, disclaimers and fund documents working with your compliance, marketing and other internal teams.

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Product Compliance Management

Dictate the exact display rules for every piece of data for every one of your products, down to the share class level.

Translation & Localization

Manage your entire library of localized content, and for customers of DFS, request and receive translations directly from within FundPress.

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Fund Data Management in Action

 

 

What is FundPress?

 

Learn more about how FundPress improves Data Management

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FundPress


See all of your fund data in one aggregated view


Patrick McKenna 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.

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FundPress


Managing your fund document display and distribution in FundPress


Patrick McKenna on March 09, 2017

Learn how to manage all of your fund-related documents in FundPress using metadata, to ensure correct distribution to your investor types.

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FundPress


How to manage fund entitlements using segmentation lists


Patrick McKenna on March 01, 2017

FundPress allows you to control which types of fund data and share classes particular investors see or have access to on your website.

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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.