Articles by Lily Nathanson

See all of your fund data in one aggregated view

By Lily Nathanson on March 21, 2017

An integral part of the FundPress app is the ‘Funds’ tab within the data hub. Within this section, you can view and audit each component of your fund data. The Funds tab organizes all information at the fund…

How to manage fund entitlements using segmentation lists

By Lily Nathanson on March 1, 2017
FundPress Segmentation

FundPress allows you to control the fund or share class data that can be shown to different investor groups on your website. You can set up customized rules for what funds should be available for each…

How to author and manage fund data commentaries using FundPress

By Lily Nathanson on February 22, 2017
FundPress Commentaries

Our FundPress cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow centralized all in one place. A user can add a new ‘commentary type’ within the Data Dictionary tab,…

How to centrally manage all your fund disclaimers and approval workflow

By Lily Nathanson on February 16, 2017
FundPress Disclaimer Management

One of the key benefits of FundPress is that it offers a centralized Disclaimer Management System for marketers. This feature is a great time-saver as you can author, as well as build out an entire workflow…

Manage your global data properties with FundPress translations

By Lily Nathanson on February 2, 2017
fundpress translations

If you’re working with fund data across multiple countries, then you’ll already be familiar with translations and probably a translation vendor, but they might not be centrally housed with all your data in one place. That’s…

Data Healthcheck highlights fund data issues before they go live

By Lily Nathanson on December 18, 2016
Data Healthcheck

For many of our customers, bad data is one of the biggest stressors they grapple with on a regular basis. While we cannot fix your downstream systems, with FundPress’s Healthcheck feature we can tell you when data…