Increase investor & advisor engagement with an enterprise secure portal solution, packed with features for document distribution, digital client reporting and secure messaging and built to scale across your global investment operations.
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.
In-memory caching, Akamai CDN, and the power of the cloud all bring your documents and data at the speed of thought.
Replace laborious printing and postage costs with electronic distribution which is fast, secure and reliable.
Improve compliance with regulation such as MiFID II with an audit trail of who's opened and read which document.
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.
The powerful reporting engine within InvestorPress Transform gives your users detailed overviews of investor holdings, performance, transactions and other preset or custom aggregated views, with many powerful filters, favorites and export functions. InvestorPress Transform also comes with a dashboard built to your specification and requirements.
|Fully branded document distribution portal with discrete client login|
|Visual Reporting Dashboard – Prebuilt Components|
|Visual Reporting Dashboard – Custom Components|
|Prebuilt Report Templates|
|Custom Reporting Engine – includes book production|
|Single Sign On (e.g. Use your Salesforce credentials)||Marketing Automation integration e.g. Marketo, Pardot|
|Google Tag Manager integration||CRM Integration e.g. Salesforce|
|Multi Factor Authentication||API integrations with your systems (externally, non-persisted data)|
Edit and tag documents using metadata, so you can group documents based on location, investor type and language.
Batch upload multiple documents at a time through a smart wizard and tag and categorize documents as you go.
Enable individual users to drill down on underlying data using an intuitive and beautiful UI with interactive charts loaded with features.
Apply preset filters to your reports for currency, asset type, value, date range or any filter types based on your fund data.
Drag & drop column headings on table views and re-order columns as you want them to appear in your reports.
Securely share multiple documents with entitled users or distribute relevant documents via accounts or large groups.
Export reports in convenient file formats such as PDF or Excel quickly and easily through an intuitive user interface.
Use preset and custom reports to create detailed overviews of investor holdings, performance, transactions and other aggregated views.
Tag your favourite reports and filter views to display your favourites quickly and easily through the intuitive UI.
Add a multi-factor authentication login to force users to require their mobile phone adding another layer of security.
Emulate what your investors or advisors see through this useful administrative feature to ensure optimal user experience.
Get better administration with audit trails of user activity which you can filter activity by date and export reports easily.
We can gather your documents from multiple sources, from Dropbox to Salesforce. We will help you create a repository.
Each portal comes with the ability to add your branding, from the web portal down to the email notifications.
Easily add your own company insights, news or blog posts into your document portal using our simple WordPress interface.
|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 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
For a quick demonstration of InvestorPress capabilities or to discuss our pricing, please get in touch using the form.