Secure Document Distribution

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

Say goodbye to spreadsheets and email blasts

Made to Improve Engagement

Targeted document distribution and secure messaging 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 portals and data at the speed of thought.

 

World-Class Secure Document Distribution

Smart Organizing

Edit and tag documents using metadata, store in 'wallets' and use smart typeahead document search to locate.

Intuitive Upload Wizard

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

Share & Distribute

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

Multi-Factor Authentication

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

Audit Trail

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

Emulate Clients

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

Cutting-edge Thought Leadership & Resources

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FundPress


Managing your fund document display and distribution in FundPress


Lily Nathanson on March 09, 2017

Learn how to manage all of your fund-related documents in FundPress using metadata, to ensure correct distribution to your investor types.

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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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White Papers


How metadata can improve document distribution


Mash Patel on May 11, 2016

Are you still distributing and entitling your financial documents through folders? Learn how using metadata tags at the document level can enable automatic entitlements and distribution for investors in this one-page white paper.

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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.