A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.
Bring your fund data to life with up to eighty different fund tools, including allocation, comparison, ratings and benchmarks.
Store a few or hundreds of thousands of documents in the cloud, and provide clients with secure access through your own branded portal.
Turn operational problems into an opportunity to wow new investors with beautiful factsheets.
We wanted a rapidly deployed solution which covered all the bases in terms of data feeds, ease of content management and beautiful design. We have achieved that and are very proud of the BNY Mellon team and our partners at Kurtosys who were able to provide an entirely integrated platform for our digital needs. Scott Stevens, BNY Mellon
Survey of marketers at asset management firms reveals how they’re dealing with a rapidly changing world of digitally-savvy investors.
Kurtosys surveyed its global community of fund management marketers to uncover how they rate the effectiveness of various digital marketing channels and to determine the biggest challenges and opportunities for their marketing efforts.
We’ve blogged before about how financial services, particularly asset management, is behind the curve in terms of web design and user experience. But things are changing, slower than other industries, but changing they are and for…
New digital players may not pose as big a threat as competitors from within the fund management sector When market research consultancy Create Research published a report earlier this year on the threat posed to asset…