A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.
Bring your fund data to life with up to eighty different fund tools, including allocation, comparison, ratings and benchmarks.
Give the millennials generation what they need in wealth management with a responsive secure portal, packed with intuitive features such as user emulation, document management and instant report generation.
Turn operational problems into an opportunity to wow new investors with beautiful factsheets. Whether it's print-ready monthly or quarterly fund factsheets, or your latest data-driven PDFs generated straight from your website, we've got you covered.
We wanted a rapidly deployed solution which covered all the bases in terms of data feeds, ease of content management and beautiful design. We have achieved that and are very proud of the BNY Mellon team and our partners at Kurtosys who were able to provide an entirely integrated platform for our digital needs.
Scott Stevens, BNY Mellon
Kurtosys surveyed its global community of fund management marketers to reveal how they’re dealing with a rapidly changing world of digitally-savvy investors and to uncover how they rate the effectiveness of various digital marketing channels.
Back in 2013, we published 19 of the Best-Designed Asset Management websites and it became one of the most popular ‘entrance pages’ into our website. Since then quite a lot has changed, so we thought it was high…
If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…