21 August 2017
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FundWorks releases extranet module

06 July 2007  |  1529 views  |  0 Source: FundWorks

FundExtraNets is a stand-alone extranet module built on FundWorks' content management platform.

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

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