We help asset managers go digital

Fund website - BNY Mellon Fund Tools - fund explorer Fund Website - Trium Capital

We build and host secure websites for investment managers

A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.

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Embed dynamic, interactive fund performance widgets into your website

Bring your fund data to life with up to eighty different fund tools, including allocation, comparison, ratings and benchmarks.

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Fund tools - performance widget Fund tools - fund card Fund tools - performance widget Fund tools - fund explorer
secure portal dashboard secure portal wealth management secure portal fund documents

Wow investors and intermediaries with a secure portal for funds

Give the millennials generation what they need in wealth management with a responsive secure portal, packed with intuitive features such as user emulation, document management and instant report generation.

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Automate production of your fund factsheets

Turn operational problems into an opportunity to wow new investors with beautiful factsheets. Whether it's print-ready monthly or quarterly fund factsheets, or your latest data-driven PDFs generated straight from your website, we've got you covered.

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Fund factsheet - Direxion Fund factsheet - Aberdeen global tech fund fund factsheet - Forward Investing

You're in good company

What our clients are saying

We wanted a rapidly deployed solution which covered all the bases in terms of data feeds, ease of content management and beautiful design. We have achieved that and are very proud of the BNY Mellon team and our partners at Kurtosys who were able to provide an entirely integrated platform for our digital needs.
Scott Stevens, BNY Mellon

Digital Marketing Survey Report

Kurtosys surveyed its global community of fund management marketers to reveal how they’re dealing with a rapidly changing world of digitally-savvy investors and to uncover how they rate the effectiveness of various digital marketing channels.

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Digital Marketing at Asset Managers Survey

From our FinTech Blog

25 of the Best Designed Investment Management Websites

25 of the Best Designed Investment Management Websites

Back in 2013, we published 19 of the Best-Designed Asset Management websites and it became one of the most popular ‘entrance pages’ into our website. Since then quite a lot has changed, so we thought it was high…

6 Elements of the Perfect Secure Portal [INFOGRAPHIC]

6 Elements of the Perfect Secure Portal [INFOGRAPHIC]

If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…