Digital Fund Factsheets & KIIDs

Automate production of your fund factsheets and KIIDs using the latest HTML to PDF technology allowing instant generation with unlimited scale using FundPress.

A Document Generation platform built for asset managers

Save time & money through automation

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

Personalise journeys for specific investors

Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.

Bank-Grade Secure

Our ISO 27001 certification means we protect your data at all layers of the FundPress platform.

World-Class Features for Fund Document Automation

Digital documents that update in real-time, or can be mass generated at the click of a button. Factsheets, KIIDS, PRIPS and more.

Document Production Center

Manage all of your document production runs from one central dashboard, displaying active and previous cycles.

Document Gallery

Access any of your digital documents from one central point with typeahead search and intuitive filters.

Document Layout Configuration

Easily edit the layout and configuration of your document designs using FundPress' simple layout editor.

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View our Gallery of Fund Factsheets

View our gallery with samples of the fund factsheets that we create for a wide range of global asset management firms.

View Gallery

Cutting-edge Thought Leadership & Resources

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Customer Success Stories


Highland Capital – Saving time & resources through fund factsheet automation


Luke Hinchliffe on February 16, 2017

Highland needed an automated fund factsheet solution to report across their range of retail mutual funds, with hi-res print-ready PDFs a requirement.

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Videos


Fund Factsheet Production – Why Automation?


Marketing Team on July 09, 2015

Mash Patel, CEO of Kurtosys, explains why we created a document automation platform for the distribution of fund factsheets.

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White Papers


5 Things we can Automate in your Fund Factsheets


Mash Patel on June 07, 2015

In this white paper, we highlight five areas of a fund factsheet that you might not have thought could be automated. At Kurtosys, we strive to create fund factsheets for you that make your company stand out from the crowd.

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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.