InvestorPress

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
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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 document portal.

Learn More

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logo

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, content-rich portal.

Learn More

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Enterprise Content Management for Financial Services

Made to Improve Engagement

Targeted document distribution and secure entitlement means InvestorPress is built to improve customer engagement.

Bank-Grade Secure

DDoS protection, intrusion monitoring, and ISO 27001 certification means we protect your data at all layers of the InvestorPress platform.

Blazingly Fast

In-memory caching, Akamai CDN, and the power of the cloud all bring your documents and data at the speed of thought.

Save time & money through automation

Replace laborious printing and postage costs with electronic distribution which is fast, secure and reliable.

Mitigate Compliance Risks

Improve compliance with regulation such as MiFID II with an audit trail of who's opened and read which document.

Personalise for specific investors

Create sub-clients and groups so you can distribute to the correct investors/advisors with a personalised experience.

InvestorPress Document Portal

 

What is InvestorPress?

 
InvestorPress Distribution

Better document distribution for asset managers

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.

  • Aggregate documents from many sources giving you a centralized hub for distribution, irrespective of where the source files originate
  • Automatically tag each document with customizable metadata, ensuring proper entitlements on a regional and user basis
  • Track user usage for receiving documents through an audit console, helping with compliance issues

Infrastructure & Security

Protected with Akamai DDOS and WAF ✔ Jurisdiction based DR strategy ✔
CDN through Akamai Edge ✔ ISO certified policies and procedures ✔
SAML 2.0 compatible Single Sign On ✔ Forgerock integration for Assurance Management ✔

Cutting-edge Thought Leadership & Resources

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White Papers


Modern Trends in Financial Document Distribution


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.

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White Papers


MiFID II for Asset Managers: Threat or Opportunity?


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.

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author

White Papers


How your Salesforce CRM can manage Document Distribution


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.

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Request a Demonstration

For a quick demonstration of InvestorPress capabilities or to discuss our pricing, please get in touch using the form.