www.kurtosys.com Open in urlscan Pro
2606:4700::6812:a838  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * Solutions
   
   SOLUTIONS
   
   View All
    * Investment Report Automation
      Automate all of your investment reports from a single system
    * Investor Portals
      Digitize your investor communications and deepen client relationships
    * Investment Websites
      Build beautiful investor websites and digital experiences
    * ESG Communications
      Showcase your sustainability credentials
   
   PLATFORM
   
    * DXM
      Digital Experience Management for investment managers
    * Documents
      Cloud-based report automation engine
    * Studio
      Library of customizable investment data experiences
    * Data
      Centralized hub for all your investment data
    * DXM Communities
      Powerful toolset for creating gated investor portals

 * Support
    * Support terms of use
    * Support promise
    * EULA terms of use
    * Information security
    * ISOC
    * Help center

 * Insights
    * Blog
    * Podcasts
    * Events
    * White Papers & eBooks
    * Webinars

 * Our clients
    * BMO Global Asset Management
    * Redwheel
    * abdrn
    * SALI Fund Services
   
    * Tavistock Wealth
    * Boston Partners
    * OP Financial Group

 * About us
    * About
    * Careers
    * Contact Us

 * Login
    * USA
    * UK
    * EU

Get a Demo
Login
 * USA
 * UK
 * EU

Solutions

SOLUTIONS

View All
 * Investment Report Automation
   Automate all of your investment reports from a single system
 * Investor Portals
   Digitize your investor communications and deepen client relationships
 * Investment Websites
   Build beautiful investor websites and digital experiences
 * ESG Communications
   Showcase your sustainability credentials

PLATFORM

 * DXM
   Digital Experience Management for investment managers
 * Documents
   Cloud-based report automation engine
 * Studio
   Library of customizable investment data experiences
 * Data
   Centralized hub for all your investment data
 * DXM Communities
   Powerful toolset for creating gated investor portals

Support
 * Support terms of use
 * Support promise
 * EULA terms of use
 * Information security
 * ISOC
 * Help center

Insights
 * Blog
 * Podcasts
 * Events
 * White Papers & eBooks
 * Webinars

Our clients
 * BMO Global Asset Management
 * Redwheel
 * abdrn
 * SALI Fund Services
 * Tavistock Wealth
 * Boston Partners
 * OP Financial Group

About us
 * About
 * Careers
 * Contact Us


AUTOMATE ALL YOUR INVESTMENT REPORTS IN ONE SYSTEM

Reduce the compliance risk of inconsistent data, manual intervention and time
spent producing reporting outputs.


Get Demo



10x

Productivity Increase

5x

Faster Delivery Times

100%

Automated

FACTSHEETS

Factsheets are data-rich, typically making them hard to automate, and usually
the need to carry lots of disclaimers. Kurtosys equips sales and marketing teams
to educate clients about their fund products while allowing teams to create
beautiful, automated, data-driven documents that obey complex compliance rules
and can be created instantly with the latest data. Kurtosys translates documents
in seconds eliminating time spent manually translating into different languages
increasing the chance of error.

Learn more




PITCHBOOKS

Sales support teams require sophisticated features for managing fund data and
related content for regulated, cross-border fund distribution. Our platform
respects this and is packed with features to ensure sales presentation are
automated in a way that not only makes them stunning but renders them compliant
to the intended market and audience.

Learn more



CLIENT REPORTS

Customized client reporting takes a large amount of time and effort. Our
automation engine reduces the time taken to produce content, putting reports in
your clients’  hands sooner and driving up satisfaction. Customization often
means manual, error-prone content creation. Our automation engine allows client
reporting teams to apply workflows and approvals to content, while our health
check module ensures data is of the highest quality.

Learn more



Get Demo

REGULATORY REPORTING

Sustainable investing is predicted to be the number one driver of new fund flows
in the coming years. Use Kurtosys to centralize your engagement and ESG
analytics alongside your issuer and portfolio data. Bring your sustainability
data to life, ready for inclusion in reporting.

Learn more


Get Demo


KEY BENEFITS


EFFICIENCY

Kurtosys is built on one system that consolidates all reporting output types.
You therefore don’t need to liaise with different vendors as you can fulfill all
your reporting needs in one place.




AUTOMATIC CONTENT LOCALIZATION

From numeric and date formats to automatic translation, Kurtosys provides a
suite of tools to localize your content at source, avoiding expensive and
painstaking translation activities, and allowing you to put content in your
team's hands, quicker.




INTUITIVE APPLICATION

Our platform is user-friendly with its drag and drop paradigm. You can resize
and optimize for the particular piece of content you are producing. Kurtosys
templates are intuitive applications that you already familiar with. It natively
integrates with Microsoft Office365 and Indesign giving you the full power of
PowerPoint, Word, and Indesign while maintaining deep integration with your
digital assets and fund data.




SPEED & SCALE

Our cloud computing engine can reproduce the look and feel of your documents
while encapsulating the entirety of your business rules at speed and scale. Each
template can be used to drive hundreds or even thousands of unique documents in
minutes, traditionally taking days. This will allow you to remove dead time and
allowing you to put content in sales teams, external advisors and institutional
clients' hands quicker while drastically reducing rendering costs and removing
the issues of risk due to manual intervention.




DATA CONSISTENCY

Avoid compliance breaches with Kurtosys. Our platform creates a natural
consistency across fund data, documents, and disclaimers because of all
reporting outputs are being generated from one system.

Customization often means manual, error-prone, content creation. Through our
innovative workflow and health-check modules, you can easily detect problems and
ensures data is of the highest quality. You set up the health check business
rules and our system detects the issues and provides you with a report that
highlights the gaps and problems in your data. The same workflow feature allows
for an agile approval process which includes approval notifications and the
sign-off documents.




Get Demo
Contact Us


Kurtosys Cloud platform drives core efficiencies to support strategic
transformation agenda

Case Study




By continuing to use this site, you agree to our use of cookies. Learn more.

Okay
© 2023 Kurtosys Systems
Security
Website terms of use
Cookies
Privacy Policy
Newsletter
Unlock access to industry news and thought pieces, straight to your inbox:


solutions
 * Investment Report Automation
 * Investor Portals
 * Investment Websites
 * ESG Communication

Platform
 * DXM
 * Documents
 * Studio
 * Data
 * DXM Communities

Resources
 * Blog
 * Podcasts
 * Events
 * White Papers & eBooks
 * Webinars

company
 * About
 * Careers
 * Contact Us

Social
 * LinkedIn
 * Twitter
 * Facebook