The only digital experience platform for financial marketers, trusted by the world’s leading financial brands.
The world’s premier financial CMS for creating engaging and compliant product experiences, websites and data processes.
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Built on the foundations of the world’s most popular CMS, optimized for security, compliance and financial digital marketing.
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The leading market solution for increasing investor & advisor engagement through secure, branded portals.
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Free up time and resources by automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.
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.
Webinars
Courtney McQuade on June 08, 2017
LIVE WEBINAR: Weds, June 28, 2017 - The threat landscape for financial institutions has changed considerably since the DDoS attacks of 2012. Join this webinar with Rich Bolstridge, Chief Strategist, Financial Services, at Akamai Technologies for an overview of how the definition of “adequate cybersecurity” has shifted.
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White Papers
Courtney McQuade on June 01, 2017
We asked eight leading financial professionals: “Where do you see the asset management industry in 5 years?”. Read their responses across a broad range of topics including fees, millennials, robo-advisors, ETFs, index funds and regulation.
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Galleries
Marketing Team on April 18, 2017
We’re always on the lookout for great web design in our field of expertise, so we’ve scoured the internet to create this list of what we consider to be the top 50 best-designed asset management websites.
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Digital Marketing
Elliot Burr on June 23, 2017
This week’s round up brings you a fund data-twist on Lions Rugby, an important banking license and the next white hat hackers: the Girl Scouts.
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Digital Marketing
Andrew Byford on June 21, 2017
Throughout June, we’ve assessed how fund managers have used digital marketing to present the global market landscape to investment professionals.
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Client Servicing
Luke Hinchliffe on June 20, 2017
Kurtosys are excited to be exhibiting at the TSAM event in New York at the Marriott Marquis on June 21, 2017. Here are five reasons to attend.
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.
