InvestorPress is an industry-leading secure portal platform, designed for wealth managers and packed with features for distributing financial documents, digital client reporting and providing secure online access to timely fund, portfolio and account focused information. InvestorPress comes in three flavors to suit your requirements.
Client Communications & Reporting, Document Management
Store all of your financial documents in the cloud, and provide secure and entitled access and electronic distribution to all of your global investors, advisors, clients and employees through your own branded document portal.
Made to improve engagement
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.
Mitigate compliance risks
Improve compliance with regulation such as MiFID II with an audit trail of who's opened and read which document.
Personalise for specific investors
Create sub-clients and groups so you can distribute to the correct investors/advisors with a personalised experience.
Save time & money through automation
Replace laborious printing and postage costs with electronic distribution which is fast, secure and reliable.
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