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.
Increase transparency and improve your investors user experience with an interactive Fund Center that can scale with your global investments.
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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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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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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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Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.
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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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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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Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.
White Papers
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
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
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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Podcasts
Elliot Burr on August 21, 2019
We chat with the lang cat's founder Mark Polson about fun B2B content marketing, GDPR ramifications, DEADx conference and his career's biggest influences.
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Digital Marketing
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
Leandi Kolver on August 12, 2019
We’ve decided to compile a short list of interesting statistics on the global wealth management industry...
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.
