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. InvestorPress comes in three flavors to suit your requirements.

Relay Fuse Transform

InvestorPress Relay

Store all of your financial documents in the cloud, and provide secure and entitled access and electronic distribution to all of your global investors, advisors, clients and employees through your own branded document portal.

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InvestorPress Fuse

Provide secure and entitled distribution for all your financial documents in your own branded portal, with your choice of prebuilt dashboard and client reporting components from our extensive library of industry-specific widgets.

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InvestorPress Transform

Increase investor & advisor engagement with an enterprise secure portal solution, packed with features for document distribution, digital client reporting and secure messaging and built to scale across your global investment operations.

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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 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

Best-in-class Features

Fully branded document distribution portal with discrete client login ✔ ✔ ✔
Visual Reporting Dashboard – Prebuilt Components ✖ ✔ ✔
Visual Reporting Dashboard – Custom Components ✖ ✖ ✔
Prebuilt Report Templates ✖ ✔ ✔
Messaging Center ✖ ✖ ✔
Custom Reporting Engine – includes book production ✖ ✖ ✔

Optional Extras

Single Sign On (e.g. Use your Salesforce credentials) Marketing Automation integration e.g. Marketo, Pardot
Google Tag Manager integration CRM Integration e.g. Salesforce
Multi Factor Authentication API integrations with your systems (externally, non-persisted data)

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


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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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.