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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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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.



Webinar: How to build a world-class Fund Center

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? Join this live webinar on Feb 28th.

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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


Digital Marketing

Kurtosys Spotlight: Women in finance, Sarah Tatjana Baier, new banks

Elliot Burr on February 22, 2019

This week’s edition of Kurtosys Spotlight features female empowerment in financial services, Sarah Tatjana Baier, content-focused research, and new competitor banks.

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Digital Marketing

Why is personalisation so hard in financial services?

Hafsa Mughal on February 21, 2019

Approaching personalisation in a more human way is the main step to enhance the user journey for your website visitors and boost Return on Investment.

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Kurtosys Platform

Latest Kurtosys release introduces new Document Production Center features

Leandi Kolver on February 19, 2019

The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center.

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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.