With FundExtraNets, asset managers can create secure portals for customers and prospects, and publish personalised content such as documents, valuation statements and transactions, knowledge-base modules and moderated message boards. The solution is built on FundWorks' communications and reporting platform, facilitating efficient deployment as a distribution portal for documentation and data. FundExtraNets connects to multiple data sources and can transform simple information-led websites into full customer service portals.

Solution 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
  • Manages content for specific users or accounts
  • Accepts data and document feeds for straight-through publishing
  • Fully integrated with FundWorks' communications platform
• 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 time-to-market with pre-built data connectors

Key benefits

• Increase website traffic and 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
• Reduce compliance risk with role-based quality assurance mechanisms