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.

 

← Our Platform Explained

FundPress disclaimer management BMO Global Asset Management website

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.

Fund Data Orchestration

Manage

An enterprise content management system for publishing compliant investment product material across your websites and documents.

Fund Fact Sheet Automation

Automate

DocPress enables investment managers to bulk-automate production of their fund factsheets saving time, resources and money.

Financial Document Distribution

Distribute

Provide secure, entitled access and distribution to all of your global investors, advisors and clients through your own branded portals.

Financial Website CMS

Publish

Built on the foundations of the world's most popular CMS, optimized with bank-grade security, compliance and finance-specific components.

 

FundPress Explained

 

WordPress for Finance Explained

 

InvestorPress Explained

Interactive Fund Center

Build amazing tools for your investors

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

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Translate & localize your content

Kurtosys makes it easy to manage all your digital fund properties in multiple languages, from one dashboard. Configured with the languages that matter to your business, FundPress Translations helps you localize your content for your audience.

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Fund Property Translations

Fund Data HealthCheck

Eliminate data issues before they go live

FundPress lets you create validation rules to give your data a 'health check' to highlight data issues before they go live on your website and documents.

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Distribute the right documents to the right investors

Store all of your financial documents in the cloud, and provide secure and entitled access and electronic distribution to all of your global investors, advisors, clients and employees through your own branded document portal.

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Financial Document Distribution

Record-keeping Snapshots

Mitigate issues with financial compliance & regulation

Kurtosys Snapshots can assist with compliance and regulation such as MiFID II, as it records and stores read-only versions of your chosen web pages for 10 years.

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Automate all your fund factsheet production

Free up time and resources by bulk-automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.

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DocPress

WordPress for Finance

Manage all of your WordPress websites

Our new command hub for launching and managing WordPress sites brings a suite of security and control features to the creation and management of your WordPress for Finance instances.

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Give your investors a world-class Fund Center

Built for scale and packed with interactive features, the Fund Center houses all of your investment products in a responsive, cutting-edge widget that can be styled to fit your brand with minimal implementation.

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Fund Center

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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Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.

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Enjoy a world of benefits from our platform

We’ve invested millions so you don’t have to.

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.

Ensure optimised page speed worldwide

We partner with services such as Akamai to provide the best possible page speeds which can scale with your digital footprint.

Cut implementation times in half

Our team of experts are used to dealing with projects large and small and we deliver projects on time and on budget.

Save time & money through automation

Our entire platform is designed around automated processes for your data so you can focus on your core business.

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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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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Webinars


Webinar: What can we learn from Millennials?


Luke Hinchliffe on September 18, 2018

What can we learn from Millennials when it comes to their investing habits? Kim Bell from Bdifferent (Financial Services Market Research), explores results from their UK study of 1,000 Millennials. Rich Watts adds the Kurtosys digital perspective.

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White Papers


How Asset Managers are preparing for Brexit


Tim Cooper on September 13, 2018

A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.

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Latest from our Digital Marketing Blog

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Interviews


BlackRock’s Michael Gruener on Thematic Investing, Active-vs-Passive & Embracing Tech


Sam Shaw on November 20, 2018

BlackRock's Michael Gruener discusses the proliferation of thematic investing, and how embracing technology is absolutely crucial for asset managers to remain competitive.

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Digital Marketing


AMMF #61: Gender equality lens, website launch, Stan Lee


Elliot Burr on November 16, 2018

This week’s edition brings you a gender equality assessment tool, a brand new website launch, Brexit effects and Stan Lee’s impact on finance.

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Opinion


Are we getting left behind by our clients?


Patrick Ide on November 13, 2018

B2B clients, across industries, are changing the way they buy – it’s a fact. But, in the asset management industry, are we doing enough?

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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.