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
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.
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 November 29, 2017
Kurtosys presents a short guide explaining what asset management firms can do to make investing an understandable concept for young people and how to connect with a whole new generation of investors.Read now
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
Elliot Burr on March 16, 2018
This week’s round up brings you crypto-partnerships, crypto-criticism, a strategically planned industry demerger, and fund management thoughts from International Women’s Day.Read now
Patrick McKenna on March 14, 2018
We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.Read now
Women in Finance
Courtney McQuade on March 12, 2018
An interview with Linda Zhang, founder and CEO of Purview Investments, on her inspiring journey to becoming a leader in quantitative investing and her thoughts are on the current ETF landscape.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.