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.
Increase transparency and improve your investors user experience with an interactive Fund Center that can scale with your global investments.
Learn MoreFree up time and resources by bulk-automating production of your fund factsheets to produce perfect, print-ready PDFs with accurate data.
Learn MoreA command hub for launching and managing WordPress sites with a suite of security and control features built for financial services marketing.
Learn MoreStore all of your financial documents in the cloud, and provide secure and entitled access through your own branded document portal.
Learn MoreManage all your digital fund properties in multiple languages helping you localize your content for your global operations.
Learn MoreComply with common regulation such as MiFID II, by keeping an audit trail of content in read-only (WORM) format for 10 years.
Learn MoreLearn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience inside six months.
View projectRead how Kurtosys worked with Motley Fool Asset Management to create a mobile-first strategy to improve their investors' user experience.
View projectRegular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.
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.