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.
Increase transparency and improve your investors user experience with an interactive Fund Center that can scale with your global investments.
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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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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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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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Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.
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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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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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Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.
Webinars
Leandi Kolver on March 26, 2019
We explore five ways you can move towards automating your factsheet production process so that you are not only saving on time and costs, but also meeting the compliance and regulatory needs of your business.
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White Papers
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
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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Interviews
Sam Shaw on April 24, 2019
We chat with Simon Ellis, global head of client segments at HSBC Global Asset Management, about untapped client markets, and areas of the market that are set for further scrutiny.
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Podcasts
Elliot Burr on April 23, 2019
We chat to CopyLab's Niels Footman about being 'heard above the noise' through written and video content, event participation and inspirational books.
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Digital Marketing
Elliot Burr on April 18, 2019
This week’s edition of Kurtosys Spotlight features the WealthTech 100, Pascal Strölin, TSAM Toronto and the rise of money market funds in China.
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.
