We help asset managers go digital

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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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Store, entitle and distribute your documents through a secure DocPortal

Store a few or hundreds of thousands of documents in the cloud, and provide clients with secure access through your own branded portal.

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Automate production of your fund factsheets

Turn operational problems into an opportunity to wow new investors with beautiful factsheets.

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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

Watch our latest Webinar

Take Back Control of Your Investment Management Website Using WordPress

Kurtosys reveals how investment management marketers can create a modern and engaging website experience using bank-grade secure WordPress.


Fund Websites Webinar

From our FinTech Blog

10 Ways to Make WordPress a Powerful Platform for Asset Managers

In previous blogs, we have talked about why we at @Kurtosys have chosen WordPress as our “content manager” for housing our suite of widgets, tools, APIs and data/content engines. WordPress is a flexible and user-friendly container for…

What it Takes to Bring Fund Data to Life on Your Website

We recently ranked the top 20 fund manager websites in both the United States and Europe in one of our most popular blog posts yet. We used the sites’ fund tools (e.g. fund performance tables and…

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