The world’s premier financial CMS for creating engaging and compliant product experiences, websites and data processes.Learn more
Built on the foundations of the world’s most popular CMS, optimized for security, compliance and financial digital marketing.Learn more
The leading market solution for increasing investor & advisor engagement through secure, branded portals.Learn more
Free up time and resources by automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.
We’ve invested millions so you don’t have to.
We’ve built all the tools for financial marketers to create and promote content and drive up those investor engagement levels.
We’ve invested millions and have spent 15 years worrying about security so you can focus on marketing and sales.
Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.
We partner with services such as Akamai to provide the best possible page speeds which can scale with your digital footprint.
Our team of experts are used to dealing with projects large and small and we deliver projects on time and on budget.
Our entire platform is designed around automated processes for your data so you can focus on your core business.
Regular thought leadership articles, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.
Courtney McQuade on May 17, 2017
Join this live webinar (May 30th - 10AM EST/3PM GMT) where we take a deep dive into how Kurtosys has created an optimised framework of industry-specific modules and secure controls for financial services marketers, using the world's most popular CMS, WordPress.Read now
Marketing Team on April 18, 2017
We’re always on the lookout for great web design in our field of expertise, so we’ve scoured the internet to create this list of what we consider to be the top 50 best-designed asset management websites.Read now
Luke Hinchliffe on February 13, 2017
Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.Read now
Tim Cooper on May 25, 2017
London-based wealth manager Stadden Forbes is planning to take robo advice to a new level by offering a comprehensive digital financial planning service.Read now
Andrew Byford on May 24, 2017
Throughout April and May, we’ve assessed how fund managers have used digital marketing to present the global market landscape to investment professionals.Read now
Graham Jarvis on May 22, 2017
With cyber-security being a growing concern, one problem dogs those within the financial service industry: a shortage of cyber-security skilled personnel.Read now
Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.