Providing digital marketing & reporting tools to help fund managers attract and retain investor assets

Bring a fresh approach to your website or mobile app with intuitive, easy to use and interactive fund tools

Whether your funds are open ended, closed ended, ETF’s or private funds, Kurtosys Fund Tools allow asset managers to embed accurate data and state-of-the-art charting and analytics into their own websites or apps.

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Turn operational problems into an opportunity to wow new investors with beautiful Factsheets produced by Kurtosys.

Fund factsheets that don't measure up cost time, money and lost investor assets, so let Kurtosys create beautiful factsheets for you… your customers will notice the difference.

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fund fact sheet components

We think there’s a science to creating the perfect fund fact sheet!

Browse samples of the many different types of fund components and artifacts that Kurtosys has standardized within our platform and makes available to our customers.

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White Paper

Best Practices in Fund Factsheet Production

Best Practices in Fund Factsheet Production

Find out how outsourcing factsheet production aided by new technology and enhanced models of BPO can simultaneously meet the need for high quality fund literature and radically reduce BAU demands.


White Paper

A-Z Guide to Asset Management Marketing

A-Z Guide to Asset Management Marketing

Are you capitalizing on modern marketing trends? It’s not easy getting your head around the latest social media tools, web analytics or do’s and don’ts. That’s why we’ve put together a handy A-to-Z guide.


Investor Servicing

Client Reporting

A robust client reporting software suite, providing a solution from unified data collection and report design to production and distribution across all channels.

Investor Reporting

Intermediary Reporting

Advisor Reporting

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Secure Portals

Build greater transparency and trust with investors, using secure branded portals designed to give the right people access to information as they need it.

Investor Portal

Advisor Portal

Document Portal

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Fund Marketing

Fund Factsheets

Turn an operational problem into a chance to wow new investors with factsheets and presentations that are accurate, consistent, timely and beautiful.

Factsheet Production

Interactive Factsheets

Fund Presentations

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Fund Tools

Embed accurate data and state-of-the-art graphics into your website or mobile apps to provide users with interactive charting and sophisticated analytical tools.

Price & Performance

Interactive Charting

Fund Illustrations

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