The only digital experience platform for financial marketers, trusted by the world’s leading asset managers.
Our Platform Explained
Orchestrate all your fund data
Tailor to your investor types
Improve the user experience
Convert more leads to investors
Increase client engagement
Maximise distribution effectiveness
Learn how our FundPress platform
can help attract new business by
tailoring to your investor types.
WordPress for Finance can transform
your digital footprint to really
engage your investors.
InvestorPress can increase investor
engagement and alleviate document
distribution problems.
Kurtosys enables financial institutions to orchestrate their
data across websites, documents and portals to increase sales,
marketing and client servicing efficiency.
The ultimate fund data orchestration platform for creating engaging and compliant product experiences, websites and data processes.
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Built on the foundations of the world’s most popular CMS, optimized for security, compliance and financial digital marketing.
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The leading market solution for increasing investor & advisor engagement through secure, branded portals for documents and data.
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Free up time and resources by 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.
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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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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 articles, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.
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.
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White Papers
Elliot Burr on March 21, 2018
As an update to a popular guide we created back in 2013, we invited some of our industry friends and colleagues to contribute a term that they could relate to in marketing for asset management.
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White Papers
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.
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Digital Marketing
Elliot Burr on April 20, 2018
This week’s round up brings you the traditional vs robo-advisor debate, a MiFID II zombie, a social media investor survey and Warren Buffett’s biggest fan.
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Digital Marketing
Alex Dixon on April 19, 2018
Search Engine Optimisation can be daunting for busy financial marketers, but a lot of it involves common sense and good quality content. We take a look at some pointers to get you started.
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FinTech
Elliot Burr on April 18, 2018
Often considered a laggard in its adoption of fintech, Japan’s strong economy and history of technological advancement is finally being matched by the government’s growing interest in the rise of its fintech sector.
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.
