Solutions
Solutions
Our platform
The integrated platform for digital reporting and client experiences.
Reporting automation
Automate and deliver all your investment reports, faster and without error.
Fund factsheets
Fast, flawless, compliant factsheets without the manual hassle.
Investor portals
Secure, branded portals giving clients on-demand access to their data.
Fund websites
Build dynamic fund websites and product pages that engage investors.
Support
Support Centre
API Documentation
Release Notes
Insights
Analysis & perspectives
Events & webinars
Strategic guides & playbooks
Our clients
Redwheel
abrdn
SALI Fund Services
Tavistock Wealth
Boston Partners
Portal use case
About us
About
Careers
Become a partner
Contact us
Login
USA
UK
EU
Get a Demo
Login
USA
UK
EU
Solutions
Solutions
Our platform
The integrated platform for digital reporting and client experiences.
Reporting automation
Automate and deliver all your investment reports, faster and without error.
Fund factsheets
Fast, flawless, compliant factsheets without the manual hassle.
Investor portals
Secure, branded portals giving clients on-demand access to their data.
Fund websites
Build dynamic fund websites and product pages that engage investors.
Support
Support
View All
Support Centre
API documentation
Product release notes
Insights
Insights
Analysis & perspectives
Events & webinars
Strategic guides & playbooks
Our clients
Our clients
View All
Redwheel
abdrn
SALI Fund Services
Tavistock Wealth
Boston Partners
Portal use case
About us
About
Careers
Become a partner
Contact Us
The Kurtosys blog
Browse our white papers, webinars, videos, podcasts and more.
Accessibility
Artificial Intelligence
Client Experience
Client Portal
Client Reporting
Compliance & Regulation
Data Analytics
Data centralisation
Data visualisation
ESG
Global website
Kurtosys news
Release Notes
Security & risk
Uncategorized
Addressing data infrastructure when scaling institutional reporting
July 25, 2025
Tackling data chaos in institutional reporting
July 25, 2025
The rise of generative engine optimisation in asset management
July 15, 2025
Mid-year check-in: personalisation, AI and what we’re hearing from investment managers in 2025
July 4, 2025
What makes a great fund factsheet? A guide for investment managers
June 6, 2025
Breaking the mould: our first ever client breakfast
June 4, 2025
Investor Portals 101 – an overview
May 22, 2025
Reimagining client experience: How AI and personalisation are shaping the future
May 7, 2025
Future-proofing investor experiences: A guide to accessibility in fund centres and complex web platforms
May 2, 2025
The EU Accessibility Act: A strategic imperative for investment managers
April 1, 2025
Reviewing the latest trends in investor servicing and reporting – survey results
March 25, 2025
Adapt or fade away: Key takeaways from Funds Congress 2025
February 10, 2025
1
2
3
4
5
6
7
8
9
10
11
Next