A unique platform to orchestrate all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.
← Our Platform Explained
Orchestrate all your fund data
Tailor to your investor types
Improve the user experience
Convert more leads to investors
Increase client engagement
Maximise distribution effectiveness
Learn how our FundPress platform
can help attract new business by
tailoring to your investor types.
WordPress for Finance can transform
your digital footprint to really
engage your investors.
InvestorPress can increase investor
engagement and alleviate document
Kurtosys enables financial institutions to orchestrate their
data across websites, documents and portals to increase sales,
marketing and client servicing eﬀiciency.
The ultimate fund data orchestration platform for creating engaging and compliant product experiences, websites and data processes.Learn more
Built on the foundations of the world’s most popular CMS, optimized for security, compliance and financial digital marketing.Learn more
The leading market solution for increasing investor & advisor engagement through secure, branded portals for documents and data.Learn more
Free up time and resources by automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.
Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.View project
Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.View project
We’ve invested millions so you don’t have to.
We’ve built all the tools for financial marketers to create and promote content and drive up those investor engagement levels.
We’ve invested millions and have spent 15 years worrying about security so you can focus on marketing and sales.
Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.
We partner with services such as Akamai to provide the best possible page speeds which can scale with your digital footprint.
Our team of experts are used to dealing with projects large and small and we deliver projects on time and on budget.
Our entire platform is designed around automated processes for your data so you can focus on your core business.
Regular thought leadership articles, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.
Patrick McKenna on May 23, 2018
Marketing and servicing clients in financial services is challenging for a number of reasons. From increasing transparency to using automation, Kurtosys has a few pointers on how to build a winning strategy - and team - for your digital experience platform.Read now
Mash Patel on April 20, 2018
Based on recent findings and events, global asset managers are set to keep using mergers and acquisitions to strengthen and diversify. We take a look at the current state of M&A, including motivations, market trends and margin erosion.Read now
Luke Hinchliffe on December 15, 2017
The world of digital marketing moves at a scary pace. The rate at which digital technology is moving is superseding most CMOs' best laid strategies. Get our comprehensive guide to all things fund marketing.Read now
Elliot Burr on May 25, 2018
This week’s round up brings you the coming of GDPR, further insights into workplace gender diversity, advisory malpractices and Bitcoin Pizza Day.Read now
Sam Shaw on May 22, 2018
Not quite a year since the completion of one of the asset management industry’s highest-profile mergers, Kurtosys interviewed Aberdeen Standard Investments’ Director of Operations Mike Tumilty on the group’s expanded global footprint, the need to be nimble and how timing is everything.Read now
Elliot Burr on May 18, 2018
This week’s round up brings you a huge AI development, a re-entry into Chinese investments, the craft beers of FinServ, and The Flintstones.Read now
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.