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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Investor Servicingpowered by Investor Center

Client Reporting

A robust client reporting software suite, providing an end-to-end solution from unified data collection and report design to production and distribution across all channels. Learn more

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 the right access to the right information as and when they need it. Learn more

Investor Portal

Advisor Portal

Document Portal

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Fund Marketingpowered by Fund Center

Fund Factsheets

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

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. Learn more

Price & Performance

Interactive Charting

Fund Illustrations

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Kurtosys is a global provider of digital technology to the financial sector. Since 2002, our team of industry experts have been using digital media to transform the way that financial information is shared and consumed.

We believe that a digital revolution is changing financial services. We think technological advantage, operational efficiency and outstanding communication are the keys to success.

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Fund Component Gallery

Fund Component Gallery

There’s a science to creating the perfect fund fact sheet. View a gallery of fund components that Kurtosys has standardized with our fact sheet automation platform.

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