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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Digital Marketing
Elliot Burr on November 14, 2019
This week’s edition of Kurtosys Spotlight features Dominic Traynor, urbanisation and its investment implications, our interview with Orbis’ Dan Brocklebank, Monex Summit, Facebook fintech and Nedbank’s Golf Challenge 2019.
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Interviews
Sam Shaw on November 12, 2019
Sam Shaw spoke with Dan Brocklebank, head of UK at Orbis Investments, on the tainted history of performance fees and how their structure can mitigate the too-common conflict of interest between asset manager and client.
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Fund Marketing Friday
Leandi Kolver on November 08, 2019
This week’s edition of Kurtosys Spotlight features Horizons Exchange Traded Funds’ Tammy Cash, the future outlook of the global asset management industry, the IAM Asset Management Conference taking place later this month and the challenges keeping top financial advisors up at night.
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.
