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Enterprise Content Management for Financial Services

A unique platform to manage all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.

 

Kurtosys enables financial services firms to reduce time-to-market for websites, marketing documents and content portals by over 50%, and at one third of the traditional cost.

Triple your engagement levels

We’ve built all the tools for financial marketers to create and promote content and drive up those investor engagement levels.

Mitigate security threats & vulnerabilities

We’ve invested millions and have spent 15 years worrying about security so you can focus on marketing and sales.

Personalise journeys for specific investors

Our platform is designed for multiple investor types, countries and languages so you can personalise the user experience.

Powerful product features that put you in control

Build a world-class Fund Center

Increase transparency and improve your investors user experience with an interactive Fund Center that can scale with your global investments.

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Automate your fund marketing documents

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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Launch websites & campaigns

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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Build content-rich sales portals

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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Translate & localize your content

Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.

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Mitigate issues with compliance & regulation

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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Trusted by the World’s Leading Asset Managers

Read our Customer Success Stories

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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Meet us at upcoming industry events

Kurtosys to exhibit at Morningstar Investment Conference 2019


Kurtosys is pleased to announce that we will be exhibiting at 2019’s Morningstar Investment Conference from 8-10 May in Chicago.

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Kurtosys to exhibit at FundForum International 2019


Kurtosys will be exhibiting at this year’s upcoming FundForum International event in Copenhagen on 25-27 June 2019.

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Cutting-edge resources for financial marketers

Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.

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Webinars


Webinar: Producing perfect fund factsheets in half the time


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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White Papers


The Fintech Effect on Asset Managers


Tim Cooper on February 06, 2019

Technology will be by far the most disruptive factor in the asset management industry in coming years, yet many incumbent players are unprepared for the upheaval.

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White Papers


The Asset Management Digital Marketing Report 2018


Luke Hinchliffe on October 26, 2018

Read our latest survey results on digital trends and perspectives from 200 senior marketers working across a range of global asset management firms.

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Follow our Digital Marketing Blog

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Interviews


An interview with Simon Ellis, HSBC Global Asset Management


Sam Shaw on April 24, 2019

We chat with Simon Ellis, global head of client segments at HSBC Global Asset Management, about untapped client markets, and areas of the market that are set for further scrutiny.

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Podcasts


Connecting the Dots – Niels Footman [Podcast]


Elliot Burr on April 23, 2019

We chat to CopyLab's Niels Footman about being 'heard above the noise' through written and video content, event participation and inspirational books.

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Digital Marketing


Kurtosys Spotlight: WealthTech100, Pascal Strölin, money market funds


Elliot Burr on April 18, 2019

This week’s edition of Kurtosys Spotlight features the WealthTech 100, Pascal Strölin, TSAM Toronto and the rise of money market funds in China.

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Request a Demonstration

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.