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)
