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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.


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.

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.

Powerful product features that put you in control

Build a world-class Fund Center

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

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Automate your fund marketing documents

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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Launch websites & campaigns

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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Build content-rich sales portals

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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Translate & localize your content

Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.

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Mitigate issues with compliance & regulation

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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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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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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Meet us at upcoming industry events

London: Join us at the Digital Client Engagement Summit

Come meet us at the Digital Client Engagement (DCE) Summit in London, taking place 10-11 September 2019.

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Paris: Join us at AM Tech Day 2019 in October

We're silver partners at this year’s edition of AM Tech Day in Paris on Tuesday 8 October 2019.

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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.


White Papers

The Road to Digital Maturity for Investment Managers

Luke Hinchliffe on July 10, 2019

From becoming customer-centric to investing in technology, people and security. We look at five areas that investment managers need to consider on their road to digital maturity.

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Webinar: Producing perfect fund factsheets in half the time

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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Webinar: How to build a world-class Fund Center

Leandi Kolver on February 11, 2019

Your Fund Center is the most critical aspect of your asset management website, but what does it take to make one truly world-class, and what considerations should you address beforehand?

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Follow our Digital Marketing Blog


Digital Marketing

Kurtosys Spotlight: Outlook 2020, future CFOs, cashless carols

Elliot Burr on December 05, 2019

This week’s edition of Kurtosys Spotlight features a Tale of Two Cities inspired report, the future of the modern-day CFO, Kurtosys release news, behavioural psychology, ongoing fintech battles and cashless carols.

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Digital Marketing

Kurtosys Spotlight: Ryan Glister, trade war, value vampirism

Elliot Burr on November 28, 2019

This week’s edition of Kurtosys Spotlight features Ryan Glister from Transamerica, trade war investment warnings, Kurtosys hiring news, third wave fintech, Bitcoin ETF developments and the ‘vampirism of value’.

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Kurtosys names Lee Godfrey as advisor to executive team

Elliot Burr on November 27, 2019

Kurtosys, the enterprise experience cloud for financial services, is pleased to announce the appointment of Lee Godfrey as advisor to the executive team and board.

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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.