Provide investors with easy access to an in-depth presentation of how their assets are being managed, alongside proof that investment strategies are being followed.
Use metadata to tag your documents in the cloud and can even get them from SalesForce. Forget email blasts, start distributing the right financial documents to the right people.
Send and receive secure, private messages with attachments and get on screen alerts. InvestorPress can scale to your financial organisation with easy administration.
Targeted document distribution and secure messaging 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, Akamai CDN, and the power of the cloud all bring your portals and data at the speed of thought.
Enable individual users to drill down on underlying data using an intuitive and beautiful UI with interactive charts loaded with features.
Use preset and custom reports to create detailed overviews of investor holdings, performance, transactions and other aggregated views.
Drag & drop column headings on table views and re-order columns as you want them to appear in your reports.
Edit and tag documents using metadata, store in 'wallets' and use smart typeahead document search to locate.
Apply preset filters to your reports for currency, asset type, value, date range or any filter types based on your fund data.
Batch upload multiple documents at a time through a smart wizard and tag and categorize documents as you go.
Get better administration with audit trails of user activity which you can filter activity by date and export reports easily.
Securely share multiple documents with entitled users or distribute relevant documents via accounts or large groups.
Tag your favourite reports and filter views to display your favourites quickly and easily through the intuitive UI.
All users require login authentication through another device such as a mobile and brute force attacks are prevented.
Emulate what your investors or advisors see through this useful administrative feature to ensure optimal user experience.
Export reports in convenient file formats such as PDF or Excel quickly and easily through the simple UI.
Courtney McQuade on February 21, 2017
Watch a replay of this interview with April Rudin, founder of The Rudin Group, a global wealth marketing firm. April brings us her unique perspective and first hand experiences on digital marketing trends in the wealth management industry.Read now
Courtney McQuade on December 14, 2015
The demand for digital interaction from wealth managers has hit an all time high. We take a look at the most important issues that have influenced the development and demand of digital wealth management portals.Read now
Marketing Team on November 24, 2015
At Kurtosys we’ve invested a lot into designing and building secure portals so we decided to create an infographic that highlights what we feel are six crucial UI elements that make up the perfect secure portal.Read now
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.