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

FundPress disclaimer management Generali Investments website

Kurtosys enables financial services firms to power their digital experiences, marketing documents and sales tools 50% faster and at one third of the cost of any other enterprise content system.

Fund Data Orchestration


An enterprise content management system for publishing compliant investment product material across your websites and documents.

Fund Fact Sheet Automation


DocPress enables investment managers to bulk-automate production of their fund factsheets saving time, resources and money.

Financial Document Distribution


Provide secure, entitled access and distribution to all of your global investors, advisors and clients through your own branded portals.

Financial Website CMS


Built on the foundations of the world's most popular CMS, optimized with bank-grade security, compliance and finance-specific components.


FundPress Explained


WordPress for Finance Explained


InvestorPress Explained

Interactive Fund Center

Build amazing tools for your investors

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

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Translate & localize your content

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.

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Fund Property Translations

Fund Data HealthCheck

Eliminate data issues before they go live

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.

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Distribute the right documents to the right investors

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.

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Financial Document Distribution

Record-keeping Snapshots

Mitigate issues with financial compliance & regulation

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.

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Automate all your fund factsheet production

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.

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WordPress for Finance

Manage all of your WordPress websites

Our new command hub for launching and managing WordPress sites brings a suite of security and control features to the creation and management of your WordPress for Finance instances.

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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 resources for financial marketers

Regular thought leadership, interviews, webinars, videos and white papers to assist professionals who work in digital marketing for financial services.



Webinar: What can we learn from Millennials?

Marketing Team 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. Register now for this webinar on October 18, 2018.

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White Papers

How Asset Managers are preparing for Brexit

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.

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White Papers

The Asset Manager’s Guide To: Improving UX Through Personalisation

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.

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Latest from our Digital Marketing Blog



Kurtosys CEO talks at LRI Investment Summit 2018

Elliot Burr on October 16, 2018

Kurtosys is pleased to announce that our CEO Mash Patel will be a keynote speaker at the LRI Investment Summit 2018 on Tuesday 30 October.

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Digital Marketing

AMMF #56: ESG focus, irresponsible investing, the Bitcoin rat

Elliot Burr on October 12, 2018

This week’s edition brings you an ESG fund overhaul, irresponsible investing, a multiple ETF launch and an inflatable Bitcoin rat.

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Opinion: Do falling fund fees make cost less important?

Robin Powell on October 10, 2018

Analysts at Morningstar in Chicago have recently researched the effect of falling fund fees on cost. Robin Powell weighs in on the results.

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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.