FundSites Features
Content Management with Built-in Compliance Workflow
Update your own mutual fund website with FundSites’ easy-to-use content management system with built in compliance workflow.
Create content, get it approved by compliance and publish it to your website in just a few simple steps.
- It’s easy to post and update content
- Built-in compliance review workflow
- Automatically records all changes
- Multiple contributors
Take the Tour
Custom front-end design.
The look and feel of your website will be custom designed to match your firm or fund branding. Or, if you’re launching a new firm or fund, or want to refresh your brand image, an entirely new look can be created.
Choose from three fund/advisor site formats.
Password-protected site section for investment professionals.
Add password-protected content for investment professionals. Offer advisers who visit your site custom resources, content and tools to help them talk to their clients about your funds. You can collect adviser contact information and link your sign-up form to Salesforce CRM.
Request a FundSites demo today!
Adding and updating content is easy.
By adding relevant content you can improve your visibility on search engines and drive more incoming links to your website. More content gives you more opportunities – and more topics – to attract attention and pique the interest of a wider array of investors. Adding valuable and timely content to your mutual fund website can help you attract more investors faster.
Add and edit quarterly letters, team bios, descriptions of investment strategies and other text. Upload PDFs of prospectuses, .CSV files of Top Ten Holdings and videos of fund managers’ market commentaries and other files. Once you create your text or upload your file you click “send to compliance”. That sends a notification email with a link to the new content to your compliance team so they can review it.
FundSites’ built-in compliance workflow streamlines the compliance review process.
That sends a notification email to your compliance team with a link to the new content so they can review it.
Your compliance team can approve content or return it with suggested changes.
All changes to your website content are automatically recorded.
Easy-to-access logs keep records of all you website changes at your fingertips. You can even do side-by-side comparisons of different versions of content.
Optional Features
- Password-protected Investment Professional Site Section
- Social Media Integration
- Automated Fact Sheet Generation
- Emergency Page
- Complete Site Archiving
- Animated Charts & Process Diagrams
- Site Analytics Reviews
- Search Engine Optimization Reviews
- Salesforce CRM Integration
- Additional Mobile-specific Site
- Ongoing Site Updates (if you don’t want to update it yourself)
Secure and Managed Hosting
FundSites offers premier Rackspace® Hosting with their famous “fanatical support” as well as Pingdom website monitoring.
Search Engine Optimization (SEO)
Your site will be delivered fully optimized. FundSite’s content management system has SEO tools built right in so you can add SEO tags along with your content. During your training we will give you tips on SEO best-practices to get you started.
Google Analytics (SEO)
Google Analytics code is built into every site so that you can use Googles powerful tools to track your website’s stats.
Request a FundSites demo today!
Training
Once your site is built, FundSites will provide a “How To” manual as well as a training webinar to teach you and your compliance team how to update, add and review content.
Support
FundSites will be there to help you if you need it. Up to 1 hour of support per month is included in your yearly hosting package.
Request a FundSites demo today!