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.
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
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
Luke Hinchliffe on December 15, 2017
The world of digital marketing moves at a scary pace. The rate at which digital technology is moving is superseding most CMOs' best laid strategies. Get our comprehensive guide to all things fund marketing.Read now
Elliot Burr on July 20, 2018
This week’s round up brings you a frontier markets fund launch, furthered steps for Women in Finance, crypto-university, and a mix from GSAM’s new CEO, DJ D-Sol.Read now
Ray Aso on July 18, 2018
We’ve delved into the product centres of asset management sites to bring you the best fund explorers we could find. Here are 9 examples featuring current design trends that make browsing funds as simple as possible for potential investors.Read now
Elliot Burr on July 17, 2018
Content marketing in financial services has certainly benefitted from the World Cup - here are some of the creative ways that institutions played the field.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.