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* 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 PAIN-FREE INVESTMENT DATA + INSIGHT DELIVERY. Our secure cloud-based platform of easy-to-use tools seamlessly integrate your data and content to deliver automated reporting, engaging website experiences and secure client portals — on time, every time. I’d like a demo * Automate your client reporting * Deliver slick websites and secure client portals * Seamlessly integrate your data with our easy-to-use tools Learn More We’re here to put investment data and insights at your clients' fingertips About us Solutions OUR SOLUTIONS. Reporting Websites & portals REPORTING Automate your investment reports Need to spend less time wrangling manual reports? Our easy-to-use tools will take the pain away by seamlessly integrating your data and content. Produce thousands of data-driven documents from a single template in seconds, and distribute to your clients via the web or email in minutes. No more resource strains, or data laden with errors — this is automation at its finest. LEARN MORE WEBSITES & PORTALS Build and enhance your investor websites & portals Looking to build engaging websites & secure portals, and quickly? Our ready-to-use tools are designed to help you stand out and enhance client experience. With customizable dashboards, user-defined reports and real-time data feeds, your clients will have critical information in their hands whenever they need it. Efficient, engaging and 100% compliant. LEARN MORE View all solutions insights STAY ONE STEP AHEAD. From our blog, to webinars and white papers — we’ve got your back (to keep you at the front) View all insights WHITE PAPER 25 BEST INVESTMENT MANAGEMENT WEBSITES BLOG ON TOP OF YOUR CLOUD SOFTWARE VENDOR’S RISK MANAGEMENT PROCESS? white paper THE ESG DIGITAL REVOLUTION webinar MAPPING THE ‘MOMENTS THAT MATTER’ – FOR INVESTORS events TSAM NEW YORK - 3 OCTOBER 2023 UNLOCK ACCESS TO INDUSTRY NEWS AND THOUGHT PIECES, STRAIGHT TO YOUR INBOX: DATA, SIMPLIFIED. Our secure cloud-based platform of easy-to-use tools seamlessly integrate your data and content to deliver automated reporting, engaging website experiences and secure client portals — on time, every time. I’d like a demo Success stories FIND OUT HOW WE’VE TEAMED UP WITH OUR CLIENTS TO HELP TAKE THE PAIN AWAY. View all success stories 67 GLOBAL SITES DELIVERED IN RECORD TIME TO ENABLE A GLOBAL SALES FORCE 66 FACTSHEET TEMPLATES FOR 10 FUNDS AND A SUITE OF MODEL PORTFOLIO SOLUTIONS A COMPLETE AUTOMATION SOLUTION FOR BOTH DIGITAL AND CLIENT REPORTING TRANSFORMING CLIENT EXPERIENCE THROUGH A DYNAMIC REPORTING PORTAL careers JOIN OUR TEAM. As a global company, our culture is founded on two key principles: delivering stellar value to our clients through our platform and providing the best possible environment for our teams to do their best work. Interested? Read more about life at Kurtosys and our open roles. Explore careers 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