Meet the growing demands of retail and institutional clients for more detailed, timely and accessible asset and portfolio reports.
Targeted document distribution and secure messaging means InvestorPress is built to improve client reporting and 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 reporting data at the speed of thought.
Drag & drop column headings on table views and re-order columns as you want them to appear in your reports.
Use preset and custom reports to create detailed overviews of investor holdings, performance, transactions and other aggregated views.View Components Gallery
Apply preset filters to your reports for currency, asset type, value, date range or any filter types based on your fund data.
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
Luke Hinchliffe 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.