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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.

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WordPress for Finance

Built on the foundations of the world’s most popular CMS, optimized for security, compliance and financial digital marketing.

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The leading market solution for increasing investor & advisor engagement through secure, branded portals.

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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.

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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.



Webinar: Cybersecurity and the New Definition of ‘Adequate’

Courtney McQuade on June 08, 2017

LIVE WEBINAR: Weds, June 28, 2017 - The threat landscape for financial institutions has changed considerably since the DDoS attacks of 2012. Join this webinar with Rich Bolstridge, Chief Strategist, Financial Services, at Akamai Technologies for an overview of how the definition of “adequate cybersecurity” has shifted.

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White Papers

Future of the Asset Management Industry – Eight Perspectives

Courtney McQuade on June 01, 2017

We asked eight leading financial professionals: “Where do you see the asset management industry in 5 years?”. Read their responses across a broad range of topics including fees, millennials, robo-advisors, ETFs, index funds and regulation.

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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.

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Latest from our FinTech Blog


Digital Marketing

Friday Fintech Marketing Roundup #47

Elliot Burr on June 23, 2017

This week’s round up brings you a fund data-twist on Lions Rugby, an important banking license and the next white hat hackers: the Girl Scouts.

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Digital Marketing

How fund managers succeeded at digital marketing in June

Andrew Byford on June 21, 2017

Throughout June, we’ve assessed how fund managers have used digital marketing to present the global market landscape to investment professionals.

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Client Servicing

5 Reasons to attend TSAM New York (#4 will shock you!)

Luke Hinchliffe on June 20, 2017

Kurtosys are excited to be exhibiting at the TSAM event in New York at the Marriott Marquis on June 21, 2017. Here are five reasons to attend.

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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.