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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
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 * 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


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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