Data Orchestration

Manage, author, publish, and check your fund data - all in one place - then drive it into 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 orchestrating and collating 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.

 

World-Class Features for Fund Data Management

Data Hub

FundPress collates together all your fund data sources: spreadsheets, web services, manually collated data and even Morningstar can be automatically aggregated and cleansed to give one coherent and up to date view of fund and share class information.

Data Healthcheck

Once your feeds are onboarded, FundPress exposes a powerful search and review interface to allow you to perform data checks and find errors in your data.

Data Publishing

FundPress premium customers are able to have data staged inside of FundPress - preventing it from being made public so it can be pre-screened before being released - all enabled via a handy workflow screen.

Data Patching

A premium subscription also allows users to apply temporary patches to the data to fix any urgent issues quickly - instead of waiting hours or even days to have downstream systems updated.

Auditing

All data that passes through FundPress is subject to an audit process, meaning each change is tracked in our system for up to ten years, allowing you to evidence the data that was in use at any point in time.

Data Lineage

Our data model flexes to match your data, and our data dictionary allows you to view the types of information that FundPress is tracking from your own internal systems. We are able to collate together an unlimited amount of disparate data sources, giving you one coherent view.

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.

Authoring

Both your regulatory disclaimers and fund commentaries can be authored in a user friendly content editor, and immediately made available for use in your digital properties and factsheets.

Approvals

Commentaries and Disclaimers can also be configured on a case by case basis to be gated by a customizable approvals process before publishing.

Translation & Localization

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

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. Suppress data points if there are issues or flip on new components as data becomes available for young or new funds.

Segmentation

Use your registered for sale matrix to drive site access for particular types of investors. Suppress new products from display until they are ready for launch.

Watch how FundPress improves Data Orchestration

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FundPress


See all of your fund data in one aggregated view


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.

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FundPress


Managing your fund document display and distribution in FundPress


Lily Nathanson 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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author

FundPress


How to manage fund entitlements using segmentation lists


Lily Nathanson 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.