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Enterprise Content Management for Financial Services

A unique platform to manage all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.

 

Kurtosys enables financial services firms to reduce time-to-market for websites, marketing documents and content portals by over 50%, and at one third of the traditional cost.

Triple your engagement levels

We’ve built all the tools for financial marketers to create and promote content and drive up those investor engagement levels.

Mitigate security threats & vulnerabilities

We’ve invested millions and have spent 15 years worrying about security so you can focus on marketing and sales.

Personalise journeys for specific investors

Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.

Powerful product features that put you in control

Build a world-class Fund Center

Increase transparency and improve your investors user experience with an interactive Fund Center that can scale with your global investments.

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Automate your fund marketing documents

Free up time and resources by bulk-automating production of your fund factsheets to produce perfect, print-ready PDFs with accurate data.

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Launch websites & campaigns

A command hub for launching and managing WordPress sites with a suite of security and control features built for financial services marketing.

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Build content-rich sales portals

Store all of your financial documents in the cloud, and provide secure and entitled access through your own branded document portal.

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Translate & localize your content

Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.

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Mitigate issues with compliance & regulation

Comply with common regulation such as MiFID II, by keeping an audit trail of content in read-only (WORM) format for 10 years.

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Trusted by the World’s Leading Asset Managers

Read our Customer Success Stories

Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience inside six months.

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Read how Kurtosys worked with Motley Fool Asset Management to create a mobile-first strategy to improve their investors' user experience.

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Meet us at upcoming industry events

London: Join us at the Digital Client Engagement Summit


Come meet us at the Digital Client Engagement (DCE) Summit in London, taking place 10-11 September 2019.

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Paris: Join us at AM Tech Day 2019 in October


We're silver partners at this year’s edition of AM Tech Day in Paris on Tuesday 8 October 2019.

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Cutting-edge resources for financial marketers

Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.

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White Papers


The Road to Digital Maturity for Investment Managers


Luke Hinchliffe on July 10, 2019

From becoming customer-centric to investing in technology, people and security. We look at five areas that investment managers need to consider on their road to digital maturity.

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Webinars


Webinar: Producing perfect fund factsheets in half the time


Leandi Kolver on March 26, 2019

We explore five ways you can move towards automating your factsheet production process so that you are not only saving on time and costs, but also meeting the compliance and regulatory needs of your business.

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Webinars


Webinar: How to build a world-class Fund Center


Leandi Kolver on February 11, 2019

Your Fund Center is the most critical aspect of your asset management website, but what does it take to make one truly world-class, and what considerations should you address beforehand?

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Follow our Digital Marketing Blog

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Digital Marketing


Kurtosys Spotlight: Plastic-free investing, Madeline Delianides, DMFS


Elliot Burr on August 16, 2019

This week’s edition of Kurtosys Spotlight features Voya IM’s Madeline Delianides, plastic-free investing, sales and marketing technology, Brexit on fintech updates, DMFS Midwest and Chris Skinner’s future for banking.

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Data Visualization


21 interesting facts about the wealth management industry [INFOGRAPHIC]


Leandi Kolver on August 12, 2019

We’ve decided to compile a short list of interesting statistics on the global wealth management industry...

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Digital Marketing


Kurtosys Spotlight: Simon Mott, robo-advisor comparisons, Sibos 2019


Elliot Burr on August 09, 2019

This week’s edition of Kurtosys Spotlight features HANetf’s Simon Mott, customer-centricity, a teenager’s perspective of robo-advice, diversity measures, Sibos 2019, and the return of (financial) Fantasy Premier League.

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Request a Demonstration

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.