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

  • Kurtosys helps you create beautiful, interactive client reports that demand to be read.

    Do you have something interesting to say? Client reporting is the single biggest opportunity that asset managers have to interact with their institutional and individual clients.

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  • Factsheet Production

    Turn operational problems into a chance 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 clients will notice the difference.

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  • Fund Tools

    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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YOU'RE IN GOOD COMPANYview all

ABOUT US

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.

Read more about us

INVESTOR SURVEY 2012

In June 2012, we commissioned a survey of investors' preferences regarding online access to fund marketing data, fund reporting services and mobile accessibility.

Download a free copy of the report