A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.
"Our website traffic has tripled, which I never would’ve anticipated going into this, I thought maybe 10% or even 20%, but it tripled in just a few months which has really been an amazing result."Read the interview with Tony Ialeggio from Commonfund
Bring your fund data visualizations to life with our extensive range of fund tools, including performance, allocation, benchmarks, portfolio builders, comparison and retirement calculators. We partner with Morningstar and Lipper and have a team of data experts on hand to load your custom fund data.
Give the millennials generation what they need in wealth management with a responsive secure portal, packed with intuitive features such as user emulation, document management and instant report generation.
Turn operational problems into an opportunity to wow new investors with beautiful factsheets. From automated monthly or quarterly fund factsheets, to the latest data-driven PDFs generated on-the-fly, we've got you covered.
The foundation of the Kurtosys platform is a single, multi-tenant Unified Data Model that assures data integrity, historical accuracy and the streamlined ingestion of client and market data.
Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere.... The post Friday Fund Marketing Roundup #13 appeared first on Kurtosys Blog.
Does your asset management firm struggle with a lack of female customers? If so, you’re almost certainly not alone – many financial services companies are failing to attract women and while 17 percent of men have... The post Why FinServ Companies are Still Failing to Attract Female Customers appeared first on Kurtosys Blog.
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