A unique platform to manage all of your financial data, documents, websites and content. Trusted by the world's leading investment brands.
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.Learn More
Free up time and resources by bulk-automating production of your fund factsheets to produce perfect, print-ready PDFs with accurate data.Learn More
A command hub for launching and managing WordPress sites with a suite of security and control features built for financial services marketing.Learn More
Store all of your financial documents in the cloud, and provide secure and entitled access through your own branded document portal.Learn More
Manage all your digital fund properties in multiple languages helping you localize your content for your global operations.Learn More
Comply with common regulation such as MiFID II, by keeping an audit trail of content in read-only (WORM) format for 10 years.Learn More
Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience inside six months.View project
Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.View project
Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.
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.Read now
Luke Hinchliffe on September 18, 2018
What can we learn from Millennials when it comes to their investing habits? Kim Bell from Bdifferent (Financial Services Market Research), explores results from their UK study of 1,000 Millennials. Rich Watts adds the Kurtosys digital perspective.Read now
Tim Cooper on September 13, 2018
A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.Read now
Leandi Kolver on December 17, 2018
We’ve lined up the top 7 digital marketing trends expected to shape financial services marketing in the year to come.Read now
Elliot Burr on December 14, 2018
This week’s edition brings you views from the future, a year of ETFs, Christmas social media campaigns, and Bitcoin memes.Read now
Andrew Perrins on December 12, 2018
Savvy Investor curates the best pensions and investment white papers from around the world. Andrew Perrins takes us through this year's top picks.Read now
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.