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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.

Secure Document Distribution & Content 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.

Tailored to your Investors

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

InvestorPress Distribution

Entitled, Personalised, Targeted

Provide your investors and prospects with access to accurate, reliable documents whenever – and wherever – they need it. InvestorPress provides an up-to-date repository of documents and enables you to respond 24/7 to ad hoc user or group requests for entitled information.

  • 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
  • Add content and use taxonomies to control access for different user types such as institutional, intermediary or private clients

Smart Organising

Edit and tag documents using metadata, so you can group documents based on location, investor type and language.

Add Your Content

Easily add your own company insights, news or blog posts into your document portal using a simple interface.

Authenticated Users Only

Users who login to InvestorPress are authenticated against our secure stack or can be synced to your CRM user base.

Intuitive Upload Wizard

Batch upload multiple documents at a time through a smart wizard and tag and categorise documents as you go.

Multiple Sources

We can gather your documents from multiple sources, from Dropbox to Salesforce. We will help you create a repository.

Multi-Factor Authentication

Add a multi-factor authentication login to force users to require their mobile phone, adding another layer of security.

Share & Distribute

Securely share multiple documents with entitled users or distribute relevant documents via accounts or large groups.

Fully Brandable

Each portal comes with the ability to add your branding, from the web portal down to the email notifications.

Table Column Editing

Drag & drop column headings on table views and re-order columns as you want them to appear in your reports.

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

author

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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author

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


Improving Sales Enablement for Asset Managers


Luke Hinchliffe on February 13, 2017

Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.

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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.