Digital Tools

Bring your product data to life with cutting-edge Fund Tools and launch amazing product experiences and data visualizations, completely configurable to ensure correct and compliant display of key data points and disclosures.

The Only Digital Tools Platform You'll Ever Need

Personalise journeys for specific investors

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

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.

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Fund Explorers

FundPress Fund Explorers are the swiss army knife of fund data retrieval and exploration.

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Product Pages

Product data pages and visualizations are the heart of your site. Layer them with beautiful visuals and thought leadership to really make them sing.

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Portfolio Construction & Analytics

Use interactive portfolio and analytics tools to help your investors.

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Fund Explorers

FundPress Fund Explorers are the swiss army knife of fund data retrieval and exploration.

Saved Searches

When visitors return to your site, don't make them repeat the same searches over and over.

Favorites

Let your investors store their most often visited products in a favorites list.

Excel Export

Give your clients an easy way to get data out and into their own systems or models.

Marketing Automation Integration

Track and score high value activities and feedback into your MA system.

Translation and Localization

Translate and localize all data. Search in local language.

Investor Personalization

Change the layout and display of your fund explorers based on investor type and jurisdiction to ensure full compliance with local regulation.

Product Pages

Product data pages and visualizations are the heart of your site. Layer them with beautiful visuals and thought leadership to really make them sing.

Customizable Compliance Rules

Ensure that disclaimers and compliance disclosures are placed correctly for every product.

Vast Visualization Library

Bring your product to life with our cutting edge charting and display library.

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Document Display

Integrate Product Literature, either hosted in FundPress or on your own servers.

Portfolio Construction & Analytics

Use interactive portfolio and analytics tools to help your investors.

Drag and Drop Portfolio Builders

Create custom Portfolios and Benchmarks using funds and benchmarks.

Real-time statistics

Recalculate risk and return in real time, as well as the full universe of MPT statistics (including Sharpe and Sortino).

Annotations

Add commentary to historical charting to help investors how money was made and risk managed in specific products.

Comparisons

Build and compare multiple portfolios to contrast contribution to risk and reward.

Historical Data Explorer

Show off historical allocation and statistical data to show how allocations changed.

Forward Looking Projections

Use simulation tools to project forward how pro-forma portfolios might behave.

Cutting-edge Thought Leadership & Resources

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White Papers


Improving Sales Enablement for Asset Managers


Luke Hinchliffe on February 13, 2017

Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.

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White Papers


5 Things That Bring Fund Data to Life


Courtney McQuade on March 09, 2016

You want a simple way to access performance data that’s up-to-date, accurate and doesn’t cost the earth. Kurtosys gives your clients what they want without creating more work for you. Here's five things to renovate your fund data.

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White Papers


Visualizing Fund Data: Past, Present & Future


Luke Hinchliffe on February 16, 2016

In both the present and the future, asset managers need to be as web-savvy as investors. Learn about the power of telling a visual story with your firm’s fund data using cutting-edge fund data web tools and charts in this free white paper.

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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.