Data Orchestration

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 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

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.

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.

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.

Page 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.

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.

Approval Workflow

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

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 turn on new components as data becomes available for new funds.

Translation & Localization

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

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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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.