FundPress Screencasts

Explainers and walk-throughs of the advanced functionality of Kurtosys’ FundPress platform.

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FundPress


See all of your fund data in one aggregated view


Lily Nathanson on March 21, 2017

FundPress’ ‘Fund Data Management’ tab makes viewing all of your fund and share class information in one place possible with high functionality.

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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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FundPress


How to manage fund entitlements using segmentation lists


Lily Nathanson on March 01, 2017

FundPress allows you to control which types of fund data and share classes particular investors see or have access to on your website.

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FundPress


How to author and manage fund data commentaries using FundPress


Lily Nathanson on February 20, 2017

Our cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow contained in one place.

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FundPress


How to centrally manage all your fund disclaimers and approval workflow


Lily Nathanson on February 16, 2017

With FundPress’s multi-tenant functionality, authorship of disclaimers and can be managed across multiple accounts, improving marketing team efficiency.

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FundPress


Manage your global data properties with FundPress translations


Lily Nathanson on February 07, 2017

In order for your fund marketing to function on an international level, multiple languages can be fully maintained with the FundPress translations feature.

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FundPress


FundPress Data Healthcheck highlights fund data issues before they go live


Lily Nathanson on January 27, 2017

The FundPress Healthcheck feature can highlight data issues through custom data rules, allowing you to fix things back downstream before they go live.

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