Build high-converting digital experiences and re-engage with your investors

Your Investors Matter! Kurtosys enables financial institutions to orchestrate their data across websites, documents and portals to increase sales, marketing and client servicing efficiency.

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FundPress helps asset managers orchestrate their fund data and content across their digital channels

A unique platform to manage fund data, commentaries, disclaimers, translations, data visualizations, documents and websites.

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Fund Data Healthcheck
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Improve user experience with the latest in fund data visualization tools

Bring your fund data visualizations to life with our extensive range of fund tools, including fund explorers, performance, allocation, benchmarks, portfolio builders, comparison and retirement calculators. Our APIs bring data to your websites with minimal development, styled to match your brand.

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InvestorPress: the leading platform for investor portals, client reporting and document distribution

Give your investors the best user experience with a responsive secure portal, packed with intuitive features such as user emulation, document management and instant report generation.

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WordPress powered investment websites

Harness the power of WordPress for campaigns & bank-secure websites

By integrating WordPress into our platform we can connect your fund data, documents and secure content into a beautifully designed website, giving your marketing team all the controls without the IT headache.

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Hermes – A data-centric cutting-edge digital experience

Hermes Investment Management were looking to partner with a technology company that had a deep understanding of asset management and its associated regulations, compliance issues and processes to validate the marketing of fund data, as well as an advisor that could complement their strategy with a digital roadmap that implemented state-of-the-art web technologies.

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"Our website traffic has tripled, which I never would’ve anticipated going into this, I thought maybe 10% or even 20%, but it tripled in just a few months which has really been an amazing result."
Read the interview with Tony Ialeggio from Commonfund
Kurtosys Platform

Our APIs connect the dots for marketers in financial institutions

Put Kurtosys at the heart of your digital ecosystem. Our APIs connect with your CRM or Marketing Automation platform, and our partnerships with Morningstar and Lipper ensure the latest fund and market data.

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Trusted by the world's leading asset managers

From our FinTech Blog