We help asset managers go digital

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We build and host secure websites for investment managers

A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.

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Embed dynamic, interactive fund performance widgets into your website

Bring your fund data to life with up to eighty different fund tools, including allocation, comparison, ratings and benchmarks.

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Store, entitle and distribute your documents through a secure DocPortal

Store a few or hundreds of thousands of documents in the cloud, and provide clients with secure access through your own branded portal.

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Automate production of your fund factsheets

Turn operational problems into an opportunity to wow new investors with beautiful factsheets.

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You're in good company

What our clients are saying

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

Watch our latest Webinar

Take Back Control of Your Investment Management Website Using WordPress

Kurtosys reveals how investment management marketers can create a modern and engaging website experience using bank-grade secure WordPress.

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Fund Websites Webinar

From our FinTech Blog

The Guardian of the Funnel: Marketing/Sales Ops

Digital marketing is rising up and taking over. Once upon a time, marketers were only responsible for the first quarter of the sales and marketing funnel (see below for the old vs. new digitally-driven version of…

How Can Asset Managers Effectively Use Twitter for Client Servicing?

Last week, I was blown away after reading an article about Jun, a town in Spain, that uses Twitter to run their entire community. Jun takes to Twitter to report local news, provide job opportunities, enhance…

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