Increase investor & advisor engagement with a secure portal using InvestorPress

Provide your investors and advisors easy access to drill down through their investment data using an intuitive and beautiful UI, packed with features users expect and backed by bank-grade security.

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InvestorPress Reporting

Give investors the flexibility to publish preset, custom or scheduled reports

The powerful reporting engine inside InvestorPress lets your users create detailed overviews of investor holdings, performance, transactions and other aggregated views, with many powerful filters, favorites and export functions.

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Distribute, display and entitle the right fund literature to the right people

Aggregate documents from many sources giving you a centralized hub for distribution, irrespective of where the source files originate and eliminate the need for complex and unwieldy folder structures.

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Fund Literature Management
Secure Investor Portal Features

A host of bank-grade security features to protect your investor data

Security features such as personal assurance messages and multi-factor authentication, as well as a powerful user administration console ensure bank-grade security and encryption across your portals.

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Fully brandable and scalable solution to grow with your investor base

Increase service levels to your financial advisor or fund distributor clients by providing them with an end-to-end portal solution that can be fully branded and configured for each firm.

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Kurtosys InvestorPress
PLATFORM FEATURES
Bank-Grade Security

Bank-Grade
Security

Our security processes and management align to our global ISO-27001 certification.

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Monitoring

Strategic Enterprise Monitoring

A proactive, dynamic monitoring strategy that reveals issues as they happen.

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Secure Sign-on (SSO)

Single Sign-on
(SSO)

Improve UX by connecting multiple web applications together.

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Content Delivery Network (CDN)

Content Delivery Network (CDN)

Kurtosys has partnered with Akamai, a world class provider of content delivery networks.

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DDoS Mitigation

DDoS
Mitigation

Simple and effective solutions to mitigate the growing threat of DoS and DDoS attacks.

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Website Change Audit Recording

Website Change Audit Recording

Comply with SEC rules by preserving an audit trail of all website changes.

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Multi-factor Authentication (MFA)

Multi-factor Authentication

Stop front door attacks by using a layered defense to website logins.

CRM/MA integration

CRM/Marketing
Integration

Connect your fund data with Salesforce or Marketing Automation platforms.

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