Digital Client Reporting

Meet the growing demands of retail and institutional clients for more detailed, timely and accessible asset and portfolio reports.

The Only Client Reporting Platform You'll Ever Need

Made to Improve Engagement

Targeted document distribution and secure messaging means InvestorPress is built to improve client reporting and 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 portals and reporting data at the speed of thought.

 

World-Class Client Reporting Features

Table Column Editing

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

Custom Reports

Use preset and custom reports to create detailed overviews of investor holdings, performance, transactions and other aggregated views.

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Report Filters

Apply preset filters to your reports for currency, asset type, value, date range or any filter types based on your fund data.

Audit Trail

Get better administration with audit trails of user activity which you can filter activity by date and export reports easily.

Share & Distribute

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

Favourites

Tag your favourite reports and filter views to display your favourites quickly and easily through the intuitive UI.

Multi-Factor Authentication

All users require login authentication through another device such as a mobile and brute force attacks are prevented.

Emulate Clients

Emulate what your investors or advisors see through this useful administrative feature to ensure optimal user experience.

Export Reports

Export reports in convenient file formats such as PDF or Excel quickly and easily through the simple UI.

Cutting-edge Thought Leadership & Resources

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Webinars


Webinar: Wealth Management, a Digital Perspective


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.

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White Papers


The Digital Shift Driving Wealth Management


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.

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Infographics


6 Elements of the Perfect Secure Portal


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.

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Request a Demonstration

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.