Enterprise Content Management for Financial Services

A unique platform to orchestrate all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.


← Our Platform Explained

  • Attract

    Orchestrate all your fund data
    Tailor to your investor types



  • Engage

    Improve the user experience
    Convert more leads to investors

    WordPress for Finance


  • Service

    Increase client engagement
    Maximise distribution effectiveness



  • Learn how our FundPress platform
    can help attract new business by
    tailoring to your investor types.

  • WordPress for Finance can transform
    your digital footprint to really
    engage your investors.

  • InvestorPress can increase investor
    engagement and alleviate document
    distribution problems.


Kurtosys enables financial institutions to orchestrate their
data across websites, documents and portals to increase sales,
marketing and client servicing efficiency.


What is FundPress?


What is WordPress for Finance?


What is InvestorPress?


The ultimate fund data orchestration platform for creating engaging and compliant product experiences, websites and data processes.

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WordPress for Finance

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 for documents and data.

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Outsourced Fund Factsheet Service

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

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Trusted by the World’s Leading Asset Managers

Read our Customer Success Stories

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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Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.

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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 Thought Leadership & Resources

Regular thought leadership articles, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.


White Papers

How Asset Managers are using M&A to Strengthen & Diversify

Mash Patel on April 20, 2018

Based on recent findings and events, global asset managers are set to keep using mergers and acquisitions to strengthen and diversify. We take a look at the current state of M&A, including motivations, market trends and margin erosion.

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White Papers

A-Z Asset Management Marketing

Elliot Burr on March 21, 2018

As an update to a popular guide we created back in 2013, we invited some of our industry friends and colleagues to contribute a term that they could relate to in marketing for asset management.

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White Papers

The Monster Guide to Fund Marketing

Luke Hinchliffe on December 15, 2017

The world of digital marketing moves at a scary pace. The rate at which digital technology is moving is superseding most CMOs' best laid strategies. Get our comprehensive guide to all things fund marketing.

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View All Resources

Latest from our Fund Marketing Blog


Digital Marketing

AMMF #36: Huge AI hire, craft beers & FinServ, Flintstone cash

Elliot Burr on May 18, 2018

This week’s round up brings you a huge AI development, a re-entry into Chinese investments, the craft beers of FinServ, and The Flintstones.  

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Digital Marketing

Asset Manager Logos Then & Now

Elliot Burr on May 14, 2018

We’ve dug deep into the web to see exactly how asset managers have embraced the new logo revolution. From then to now, here’s a selection of the industry’s logo rebrands, from the sensational to the subtle, the majestic to the minimalist.

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Digital Marketing

AMMF #35: Richard Branson fund, bitcoin ban, Luxembourg limelight

Elliot Burr on May 11, 2018

This week’s round up brings you two FinServ forays for Virgin, post-MiFID II benefits, a crypto-ban, and AUM’s Luxembourg love affair.

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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.