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 * Solutions
   Solutions
    * 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
   
   
    * Knowledge Hub
      Learn about the platform and take certifications

 * Customers
    * BMO Global Asset Management
    * Federated Hermes
    * Redwheel
    * Aberdeen Standard Investments
    * SALI Fund Services
    * Tavistock Wealth

 * Resources
   
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PAIN-FREE INVESTMENT DATA AND INSIGHT DELIVERY

DIGITAL & REPORTING SOLUTIONS FOR INVESTMENT MANAGERS

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OUR SOLUTIONS


TRANSFORM YOUR DISTRIBUTION TEAM

Sales Teams
Marketing
Client Services

Kurtosys enables sales teams to drive higher fund flows through transformative
enablement technology

Explore Sales

Kurtosys empowers marketing teams to propel their brands and enable their sales
teams with cutting edge technology

Explore Marketing

Differentiate yourself from the competition with our range of digital client
service solutions

Explore Client Services

OUR PLATFORM


POWERED BY THE KURTOSYS CLOUD

DXM
Documents
Data
Studio
Communities

A cutting edge digital experience platform, specifically built for the needs of
global financial institutions

A comprehensive document automation platform designed for regulated industries
and teams that want to spend less time wrangling reports

A secure and customizable data API platform, built for the security and
compliance needs of financial institutions

Studio combines a library of advanced digital experiences for financial
institutions with an intuitive configuration UI that removes the need for custom
coding

Communities transforms Kurtosys DXM sites into secure online portals, complete
with cutting edge infosec and user experience features

Learn more




TRUSTED BY THE WORLD’S LEADING FINANCIAL INSTITUTIONS


Success stories


INSIGHTS FROM OUR BLOG

Data & Technology approaches in a fast-paced Investment Management environment

October 24, 2022

Rethinking Your Digital Fund Buying Experience: Build or Buy?

October 5, 2022

Managing Global Investment Sites: Why investment management needs its own DXP

September 23, 2022

Personalization in Investment Management: What it is and what it is not

September 9, 2022

Data & Technology approaches in a fast-paced Investment Management environment

Having correct and up-to-date data and strong teams are paramount to being

October 24, 2022

Rethinking Your Digital Fund Buying Experience: Build or Buy?

Investment manager heads of digital are often tasked with reimagining a fund

October 5, 2022
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Sales

 * Fund Buyer Portals
 * Enablement Hubs
 * Presentations
 * Commentaries
 * Factsheets
 * Fund Comparison Tools
 * Portfolio Construction

Marketing

 * Websites
 * Fund Centers
 * Digital Product Pages
 * UCITS Microsites
 * Content Localization

Client Services

 * Client Reporting Portals
 * Client Reports
 * ESG Reporting

Platform

 * DXM
 * Documents
 * Data
 * Studio
 * Communities

LATEST INSIGHT

Data & Technology approaches in a fast-paced Investment Management environment

October 24, 2022


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