InvestorPress is an industry-leading secure portal platform, designed for asset managers and packed with features for distributing financial documents, digital client reporting and providing secure online access to timely fund, portfolio and account focused information.Document Portals Content-Rich Sales Portals
Store all your financial documents in the cloud, and provide secure and entitled access and distribution to all of your private, intermediary and institutional clients through your own branded document portal.
Store all your financial documents in the cloud, and provide secure and entitled access and distribution to all of your private, intermediary and institutional clients through your own branded, content-rich portal.
Targeted document distribution and secure entitlement means InvestorPress is built to improve customer engagement.
DDoS protection, intrusion monitoring, and ISO 27001 certification means we protect your data at all layers of the InvestorPress platform.
In-memory caching, Cloudflare and the power of the cloud all bring your documents and data at the speed of thought.
Replace laborious printing and postage costs with electronic distribution which is fast, secure and reliable.
Improve compliance with regulation such as MiFID II with an audit trail of who's opened and read which document.
Create sub-clients and groups so you can distribute to the correct investors/advisors with a personalised experience.
Many asset managers are still distributing sensitive financial documents manually using email, or using generic cloud storage technology which is both laborious and open to risk. Our document portal technology is built around entitlements and is specifically designed for all kinds of financial usage from wealth managers to venture capital, so you can quickly and securely distribute the correct documents to individuals or groups.
|Protected with Cloudflare DDoS and WAF||Jurisdiction based DR strategy|
|CDN through Cloudflare||ISO certified policies and procedures|
|SAML 2.0 compatible Single Sign On||Forgerock integration for Assurance Management|
Elliot Burr on August 14, 2017
With the increasing need for an asset manager to maintain a positive relationship with their investors; we look at the costs, integrations, collaboration, adoption, regulation and security of financial document distribution.Read now
Mash Patel on July 10, 2017
The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.Read now
Luke Hinchliffe on January 24, 2017
We’ve identified a common problem facing asset managers - how to securely distribute the correct documents to the correct people. Download this one-page PDF to explain how we integrate with your Salesforce to achieve better distribution.Read now
For a quick demonstration of InvestorPress capabilities or to discuss our pricing, please get in touch using the form.