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
An enterprise content management system for publishing compliant investment product material across your websites and documents.
DocPress enables investment managers to bulk-automate production of their fund factsheets saving time, resources and money.
Provide secure, entitled access and distribution to all of your global investors, advisors and clients through your own branded portals.
Built on the foundations of the world's most popular CMS, optimized with bank-grade security, compliance and finance-specific components.
Give your investors the best possible user experience with the latest data visualisation tools and product pages. All deployed and managed from one platform.
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.
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.
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.
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.
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.
Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.
View project
Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.
View project
We’ve invested millions so you don’t have to.
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.
We partner with services such as Akamai to provide the best possible page speeds which can scale with your digital footprint.
Our team of experts are used to dealing with projects large and small and we deliver projects on time and on budget.
Our entire platform is designed around automated processes for your data so you can focus on your core business.
Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.
White Papers
Richard Watts on July 25, 2018
We believe asset managers need to put personalisation at the heart of their design process in order to improve the user experience. Rich Watts, Head of Digital, explores how investment marketers can create a winning personalisation strategy.
Read now
White Papers
Patrick McKenna on May 23, 2018
Marketing and servicing clients in financial services is challenging for a number of reasons. From increasing transparency to using automation, Kurtosys has a few pointers on how to build a winning strategy - and team - for your digital experience platform.
Read now
White Papers
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.
Read now
Wealth Management
Richard Watts on August 15, 2018
As asset managers and advisers look to digital-first solutions, here are a few examples of how Open Banking can enhance the digital experience for clients.
Read now
Data Visualization
Ray Aso on August 13, 2018
Infographics are a great way to market your insights and findings via social media channels or a website. Here are some examples from asset managers.
Read now
Digital Marketing
Elliot Burr on August 10, 2018
This week’s round up brings you a collaborative fund suite, Women in ETFs, Tesla turmoil, and the role of a child’s sandbox in a ‘Fintech Apocalypse’.
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.
