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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Join our Webinar: Wealth Management, a Digital Perspective

64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels.

Join us for this 45 minute interview with April Rudin, founder of The Rudin Group, a global wealth marketing firm. April brings us her unique perspective and first hand experiences on digital marketing trends in the wealth management industry.

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Webinar: Wealth Management, a Digital Perspective
"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