Enterprise Content Management for Financial Services

A unique platform to manage all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.

 

Kurtosys enables financial services firms to reduce time-to-market for websites, marketing documents and content portals by over 50%, and at one third of the traditional cost.

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.

Powerful product features that put you in control

Build a world-class Fund Center

Increase transparency and improve your investors user experience with an interactive Fund Center that can scale with your global investments.

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Automate your fund marketing documents

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

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Launch websites & campaigns

A command hub for launching and managing WordPress sites with a suite of security and control features built for financial services marketing.

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Build content-rich sales portals

Store all of your financial documents in the cloud, and provide secure and entitled access through your own branded document portal.

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Translate & localize your content

Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.

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Mitigate issues with compliance & regulation

Comply with common regulation such as MiFID II, by keeping an audit trail of content in read-only (WORM) format for 10 years.

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Trusted by the World’s Leading Asset Managers

Read our Customer Success Stories

Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience inside six months.

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Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.

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Cutting-edge resources for financial marketers

Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.

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White Papers


The Asset Management Digital Marketing Report 2018


Luke Hinchliffe on October 26, 2018

Read our latest survey results on digital trends and perspectives from 200 senior marketers working across a range of global asset management firms.

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Webinars


Webinar: What can we learn from Millennials?


Luke Hinchliffe on September 18, 2018

What can we learn from Millennials when it comes to their investing habits? Kim Bell from Bdifferent (Financial Services Market Research), explores results from their UK study of 1,000 Millennials. Rich Watts adds the Kurtosys digital perspective.

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White Papers


How Asset Managers are preparing for Brexit


Tim Cooper on September 13, 2018

A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.

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View All Resources

Latest from our Digital Marketing Blog

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Digital Marketing


AMMF #65: A year of ETFs, fintech niches, Bitcoin memes


Elliot Burr on December 14, 2018

This week’s edition brings you views from the future, a year of ETFs, Christmas social media campaigns, and Bitcoin memes.

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Wealth Management


The Savvy Investor Awards 2018


Andrew Perrins on December 12, 2018

Savvy Investor curates the best pensions and investment white papers from around the world. Andrew Perrins takes us through this year's top picks.

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Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

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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.