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 document portal.
Targeted document distribution and secure entitlement 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.
Create sub-clients and groups so you can distribute to the correct investors/advisors with a personalised experience.
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.
Edit and tag documents using metadata, so you can group documents based on location, investor type and language.
Easily add your own company insights, news or blog posts into your document portal using a simple interface.
Users who login to InvestorPress are authenticated against our secure stack or can be synced to your CRM user base.
Batch upload multiple documents at a time through a smart wizard and tag and categorise documents as you go.
We can gather your documents from multiple sources, from Dropbox to Salesforce. We will help you create a repository.
Add a multi-factor authentication login to force users to require their mobile phone, adding another layer of security.
Securely share multiple documents with entitled users or distribute relevant documents via accounts or large groups.
Each portal comes with the ability to add your branding, from the web portal down to the email notifications.
Drag & drop column headings on table views and re-order columns as you want them to appear in your reports.
|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|
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.Read now
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.Read now
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.Read now
For a quick demonstration of InvestorPress capabilities or to discuss our pricing, please get in touch using the form.