Build Amazing Digital Marketing Experiences For Financial Services

The only digital experience platform for financial marketers, trusted by the world’s leading financial brands.


The world’s premier financial CMS for creating engaging and compliant product experiences, websites and data processes.

Learn more

WordPress for Finance

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

Outsourced Fund Factsheet Service

Free up time and resources by automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.

Learn More

Trusted by the World’s Leading Asset Managers

Enjoy a world of benefits from our platform

We’ve invested millions so you don’t have to.

Triple your engagement levels

We’ve built all the tools for financial marketers to create and promote content and drive up those investor engagement levels.

Mitigate security threats & vulnerabilities

We’ve invested millions and have spent 15 years worrying about security so you can focus on marketing and sales.

Personalise journeys for specific investors

Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.

Ensure optimised page speed worldwide

We partner with services such as Akamai to provide the best possible page speeds which can scale with your digital footprint.

Cut implementation times in half

Our team of experts are used to dealing with projects large and small and we deliver projects on time and on budget.

Save time & money through automation

Our entire platform is designed around automated processes for your data so you can focus on your core business.

Cutting-edge Thought Leadership & Resources

Regular thought leadership articles, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.



Join our Webinar: WordPress for Finance – Enabling Digital Transformation

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


The 50 Best-Designed Asset Management Websites

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

White Papers

Improving Sales Enablement for Asset Managers

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
View All Resources

Latest from our FinTech Blog



Robo-advice must evolve into valuable financial planning

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

Digital Marketing

How fund managers succeeded at digital marketing in April & May

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


Cyber-Attacks: What Risk Does The Cyber-Security Skills Gap Pose?

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

Request a Demonstration

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.