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.
Targeted document distribution and secure messaging 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.
In-memory caching, Akamai CDN, and the power of the cloud all bring your portals and data at the speed of thought.
Edit and tag documents using metadata, store in 'wallets' and use smart typeahead document search to locate.
Batch upload multiple documents at a time through a smart wizard and tag and categorize documents as you go.
Securely share multiple documents with entitled users or distribute relevant documents via accounts or large groups.
All users require login authentication through another device such as a mobile and brute force attacks are prevented.
Get better administration with audit trails of user activity which you can filter activity by date and export reports easily.
Emulate what your investors or advisors see through this useful administrative feature to ensure optimal user experience.
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.Read now
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.Read now
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.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.