The only digital experience platform for financial marketers, trusted by the world’s leading asset managers.
⬅︎ 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
distribution problems.
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.
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.
White Papers
Mash Patel on July 10, 2017
The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.
Read now
Webinars
Courtney McQuade on June 08, 2017
The threat landscape for financial institutions has changed considerably since the DDoS attacks of 2012. Watch this webinar with Rich Bolstridge, Chief Strategist, Financial Services, at Akamai Technologies for an overview of how the definition of “adequate cybersecurity” has shifted.
Read now
Galleries
Marketing Team on April 18, 2017
We’re always on the lookout for great web design in our field of expertise, so we’ve scoured the internet to create this list of what we consider to be the top 50 best-designed asset management websites.
Read now
Interviews
Courtney McQuade on August 23, 2017
An interview with financial advisor Mariko Wilcox, who describes her personal investment approach and the difficulties tailoring services to millennials.
Read now
FinTech
Elliot Burr on August 22, 2017
The USA's East Coast houses two of its most successful fintech hubs, and others with growing potential. Featuring NYC, Boston, Charlotte, and Atlanta.
Read now
Digital Marketing
Elliot Burr on August 18, 2017
This week’s round up brings you the latest industry movers, the intriguing future of ETFs, exemplary asset management websites and social media successes.
Read nowWhether 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.
