Portals

Secure, personalised content

Overview

FundWorks’ Portal solution allows asset managers to deploy secure extranets for customers and prospects, and publish personalised content such as documents, valuation statements and transactions. The solution is built on FundWorks’ communications and reporting platform, facilitating efficient deployment as a distribution portal for documentation and data.  Connecting to multiple data sources and formats, the solution can transform simple information-led websites into full customer service portals.

Key benefits

  • Engage users through personalised content, knowledge-centres and document libraries
  • Track sales leads by encouraging user registration and subscriptions to newsletters and product updates
  • Improve customer retention with personalised message and support centres
  • Reduce the costs of client servicing by distributing documents and user-specific information on an electronic platform
  • Automate content management by connecting to external or internal data repositories

Features

Comprehensive suite of portal modules
Personalised content and messages
Document libraries and archives
Reporting, including valuation and transaction statements
News, press releases and email newsletters
Knowledge centres and discussion forums
Efficient content management
Personalised content and messages
Accepts data and document feeds for straight-through publishing
Self-service functionality
Self-registration for prospects
Management of user details and watch-lists
Creation and subscription of email lists
Secure access
Tried-and-tested security infrastructure
Full password protection
Flexible and rapid implementation
Available as an enterprise installation
Available as a hosted, subscription-based model (ASP)
Reduced implementation timeframes with pre-built data connectors
"FundReports was chosen to provide automated, high quality, consistent reporting to clients both external and internal as the reporting responsibility is currently split across a number of different departments and systems."
Grant Speirs (South Africa)
Prudential

Contact FundWorks

If you have any queries on Secure portals, or if you wish to arrange a meeting, please call us on +44 (0) 20 7332 9000 or use the form below

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