Pain-free investment data and insight delivery
Digital & reporting solutions for investment managers
Our solutions
Transform Your Distribution Team
Kurtosys enables sales teams to drive higher fund flows through transformative enablement technology
Kurtosys empowers marketing teams to propel their brands and enable their sales teams with cutting edge technology
Differentiate yourself from the competition with our range of digital client service solutions
our platform
Powered by the Kurtosys Cloud
A cutting edge digital experience platform, specifically built for the needs of global financial institutions
A comprehensive document automation platform designed for regulated industries and teams that want to spend less time wrangling reports
A secure and customizable data API platform, built for the security and compliance needs of financial institutions
Studio combines a library of advanced digital experiences for financial institutions with an intuitive configuration UI that removes the need for custom coding
Communities transforms Kurtosys DXM sites into secure online portals, complete with cutting edge infosec and user experience features
Insights from our blog
Eight short steps for investment management marketers planning their Consumer Duty program
The UK’s Financial Conduct Authority (FCA) has proposed new rules known as
Achieving compliance and accuracy: best practices for investment content management
As an investment manager, your firm’s credibility is crucial to attracting potential