Get a modern and intuitive investment fund platform customized specifically for highly regulated financial institutions.
E-point CMS is a content management system made for regulated institutions that require high security and modernity. See how we can help your investment fund grow.
See how we can help your investment fund grow
Trusted by:
We know the needs of Investment Fund Companies
We've been a technology partner to financial institutions for nearly 30 years. We know how to reconcile the requirements of the Polish Financial Supervision Authority (KNF), DORA, and GDPR with a modern approach to digital experience.
"More and more investment funds are realizing that their online presence requires organization. Why? Publishing content can be time-consuming, approval processes are fragmented, and regulatory requirements are increasing. Instead of efficient client communication, it only creates chaos. Many problems appear from using systems that were never designed for regulated institutions. This was the case with WordPress and Drupal, among others."
Łukasz Zaremba, Principal Architect, IFC Expert
We understand the challenges of Investment Fund Companies, and we know how to solve them
How to avoid penalties for non-compliance?
For investment fund companies, compliance with regulations is a must, but platforms that are based on non-specialized CMSs require constant control, manual configuration, and installing tons of plugins and updates, which consume IT team resources. Meanwhile, the list of requirements is growing: KNF, DORA, GDPR, MiFID II, AML, WCAG
Does your investment fund company’s online platform comply with all legal requirements without any additional costs and risks?
How to present fund data in a clear and professional way?
Investors expect transparency. Investment Fund Companies need easy-to-use tools to visualize data that work without needing the help of programmers, and that also comply with regulations.
Quotes, comparisons, rates of return… - do you still enter this data manually?
How to not lose the mobile investors
The investment fund platform must work smoothly on any device and screen. Popular CMSs require manual customization and theme updates, which increases the likelihood of errors. This is a huge risk for such regulated institutions.
Does your portal work flawlessly on smartphones and tablets?
How to reduce the risk of failure and gain flexibility?
A platform based on free plugins is a risk that a financial institution cannot afford. Lack of updates, lack of support, and difficult-to-maintain integrations lead to outages, decreased performance, and rising maintenance costs.
Is your platform reliable and evolving with the investment fund's business strategy, or is it slowing down digital transformation and exposing the company to risk?
How to compete with modern investing platforms?
Modern online platforms get users used to instant access to data, an easy interface, and personalized offerings. Traditional investment fund companies' online platforms often don’t meet these expectations because they are old and difficult to navigate. This is an actual threat to the investment fund in terms of investors’ loyalty, especially the loyalty of young investors.
Does your online platform give its users the same experience they expect today?
A modular CMS solution tailored to the needs of regulated institutions
e-point CMS is a proven technology that addresses the needs of investment fund companies. With modular architecture and the experience of our team, we build the online platform with speed, without unnecessary delays, and with full compliance with legal and operational requirements
We plan our digital solution in accordance with regulations but also make our platforms convenient and easy-to-use for any user, so that it creates a positive experience for investors at every stage of the portal’s interaction.
Here is what you get
Interactive charts, comparators, rates of return – updated automatically from multiple data sources (API, Excel, files).
They enable the calculation of profits without the need to build separate tools or involve IT.
Keyboard control, ALT keys, accessibility validator – digital accessibility compliance built into the CMS.
Creating websites, content, and landing pages without coding, from ready-made components.
Without needing to build everything from scratch, we will integrate everything that already works.
We will show you how to manage content and accessibility in a new environment, with no stress.
Secure portal maintenance, compliance with KNF requirements, and full service support.
Our clients’ testimonies
We think our collaboration with e-point SA and the entire implementation process was very positive. Our partner demonstrated great flexibility and responsiveness to changing expectations and regulations, which is extremely important in our industry.
We wanted the new website to focus more strongly on presenting solutions that meet specific client needs. It was also important to create an extensive educational section, providing knowledge for both those just starting out in mutual funds and more advanced investors.
Due to the planned business development and increase in sales, and consequently the number of customers using the application, we decided to base our architecture on microservices - thanks to this, we achieve much greater possibilities of increasing performance, and the application itself is more reliable.
We wanted the platform to be one of the company's main distribution channels. We wanted to change the distribution formula for investment fund products from a traditional one to a more technologically advanced one, which is in line with market trends in the broader financial industry.
More Success Stories
- Investment Funds
New mobile application for a financial institution
- Increasing the availability of investment fund company services
- Easy access to investments
- Biometric login option
- Investment Funds
Digital Transformation of Skarbiec TFI: How we designed a system that is close to the customer
- A modern system for acquiring and servicing clients
- A platform compliant with regulations and applicable standards
- Project Completed On Time within budget
- CMS
- Investment Funds
- UX
Digital Experience Platform for Investors
- One command center for a rich product portfolio
- Adaptation to legal regulations
- New information architecture and modern graphical interface
- Investment Funds
- Microservices
- Custom
Transactional Service for Investment Fund Company
- e-Commerce with the specificity of the investment fund industry
- Meets legal and security standards
- User-friendly navigation and a new information architecture
|
Today, an investment fund online platform is a tool that must combine regulatory compliance, an attractive offer presentation, and a high level of user experience. Only such an approach can effectively attract younger investors and compete with modern platforms currently on the market. |
If you want to learn how to approach this in your institution, book a Free appointment with our experts at a time convenient for you and receive an individual quote for a solution tailored to the needs of your investment fund.
Discover our digitalization offer for investment funds
Discuss your needs with one of our experts