Your fund factsheets,

Kurtosys fund factsheet software connects to an investment manager’s own fund data and produces branded, compliant factsheets automatically across an entire fund range. Each factsheet is generated from a single template and a single governed record of fund data, so teams aren’t rebuilding documents by hand for every fund and share class each month. 

Factsheets are one output of the wider Kurtosys platform. The same governed record that drives each factsheet also feeds client reports, regulatory disclosures, fund centres and fund websites, which means a figure published on a Kurtosys factsheet matches the figure published everywhere else. 

Kurtosys automates fund factsheet production in six steps that run as one workflow. Design and compliance rules are set once in the template, so every factsheet in the range inherits them automatically: 

• Connect: Kurtosys links to Snowflake, APIs, flat files or internal data sources once. 

• Design: templates are built through the Kurtosys Adobe InDesign integration. 

• Generate: Kurtosys produces thousands of factsheets in minutes, across every fund and share class. 

• Approve: built-in checks and sign-offs run on every factsheet, and AI checks flag inconsistent figures and commentary before anything reaches review. 

• Distribute: approved factsheets publish as PDF and other formats to fund centres, investor portals and email in one click. 

• Update: when new fund data lands, Kurtosys refreshes every factsheet for the next cycle. 

Because each step runs on the same data and template, month-end work moves from building documents to reviewing finished ones. Every factsheet runs under the same compliance rules and audit trail, whether a firm produces 20 factsheets or over 200. 

Yes. Kurtosys applies language logic once at the template level, so a single production run generates localised factsheets for every market a fund is distributed in. Investment managers don’t need a separate build, or a separate template, for each language. 

Multi-language factsheets draw on the same governed record of fund data and the same Adobe InDesign-based templates as the English versions, so figures, branding and compliance checks are identical in every language. When the data updates, Kurtosys refreshes every language version together in the next cycle, which keeps cross-border distribution in step without extra manual work. 

Kurtosys produces thousands of fund factsheets in minutes, where a manual process usually stretches across days of a month-end cycle. The saving comes from removing the work that fills that cycle: re-keying figures, reformatting layouts and checking each document by hand. 

With Kurtosys, the template and built-in checks handle production, and AI checks flag inconsistent figures or commentary before anything reaches sign-off. Teams spend their time reviewing and approving finished factsheets, and that time stays broadly flat as the fund range grows, because adding a fund only adds data to the governed record. 

Yes. A single Kurtosys template can drive factsheets across an entire fund range and every share class, with the latest data applied automatically each cycle. Adding a new share class means adding the share class data to the governed record, and Kurtosys produces the factsheet from the existing template. 

This is why the workload doesn’t grow in line with the fund range. Whether an investment manager runs 20 share classes or over 200, the same template, compliance rules and approval workflow apply, so a new launch doesn’t create a new production task. 

Kurtosys produces factsheets from the same governed record of fund data that also generates an investment manager’s client reports, regulatory disclosures and websites, so the same figures appear everywhere they’re published. Many standalone factsheet tools work from their own imported data and templates, which is how a factsheet figure can drift from the one in a client report or on a fund website. 

Some providers also run factsheet production as an outsourced service on their own data platform. Kurtosys connects directly to the manager’s own data, whether that’s held in Snowflake, another warehouse or delivered by API or flat file. Design stays in Adobe InDesign through the Kurtosys integration, and sign-off stays with the manager’s own reviewers through built-in approvals. 

Dozens of investment managers use Kurtosys for fund factsheet production, including Redwheel and Boston Partners. These firms connect Kurtosys to their own fund data, whether held in Snowflake, another warehouse or delivered by API or flat file, and produce every factsheet from a governed template with branding, compliance checks and sign-off in the same workflow. 

Kurtosys won Best Client Reporting Solution at the FTF News Technology Innovation Awards 2026, and factsheet production runs on the same platform. Investment managers using Kurtosys for factsheets can extend the same governed record to client reporting, regulatory disclosures and digital experiences as their needs grow. 

Kurtosys connects to an investment manager’s own fund data, whether held in Snowflake, another warehouse, or delivered by API or flat file, and produces every factsheet from a single governed template, with branding, compliance checks and sign-off built into the same workflow. Dozens of global investment managers, including Aberdeen Investments, Redwheel and Boston Partners, already produce their factsheets this way, and between them, Kurtosys generates millions of investor-ready factsheets across multiple share classes and languages every year. 

Yes. Kurtosys is headquartered in London and works with investment managers distributing funds across the UK and Europe, producing factsheets in the languages and formats each market needs from a single governed template per fund range. 

On the regulatory side, Kurtosys is live with the UK’s Consumer Composite Investments (CCI) regime, which replaces the UK PRIIPs KID and UCITS KIID with a new product summary. The FCA confirmed the rules in PS25/20, with voluntary adoption from 6 April 2026 and mandatory compliance from 8 June 2027. Because Kurtosys generates factsheets and CCI product summaries from the same governed record of fund data, the figures in both stay aligned in a single production run. 

Kurtosys produces millions of investor-ready fund factsheets every year across dozens of investment managers, covering multiple share classes and languages. Each fund range runs from a single governed template, so that volume comes from automated production runs on each manager’s own data. 

Scale works the same way for an individual firm. Adding funds, share classes or new markets increases the number of factsheets Kurtosys produces without a matching increase in manual work, because the template, compliance rules and approval steps are already in place. 

Yes. Kurtosys connects to an investment manager’s fund data by REST API or flat file, and the same connection supports delivering finished factsheets onward via API to a website, an investor portal or a distribution partner. That removes the manual handoff that often sits between producing a factsheet and publishing the finished document. 

Alongside API delivery, Kurtosys publishes approved factsheets as PDF and other formats straight to fund centres, investor portals and email in one click. Full technical detail is in the Kurtosys API documentation, so technology teams can assess the integration before a project starts. 

Kurtosys drives factsheet production from a single governed template per fund range, so a design or content change made once applies to every fund and share class that uses that template. Teams don’t maintain a separate template for each fund, which removes the risk of one version falling out of step with the others. 

When a figure, a disclaimer or a layout detail changes, Kurtosys applies the update everywhere the template is used, and the resulting factsheets go through the same checks, sign-offs and audit trail as any other production run. Compliance teams review the updated output once per cycle, without tracking corrections fund by fund. 

Investment managers comparing Kurtosys with other fund factsheet automation tools should check how much of the process each tool covers, starting with whether the tool connects directly to their own fund data. Kurtosys covers the full process in a single production run: data connection, calculation, branded design through Adobe InDesign, compliance sign-off and distribution to web, portal and email. 

Five questions are worth asking any vendor, Kurtosys included: 

• Does the tool connect to our own data warehouse, APIs or flat files, or does the tool need a separate data feed? 

• Do factsheets share one data record with client reports, regulatory disclosures and fund websites? 

• Are compliance checks, sign-offs and an audit trail built into every production run? 

• Can one template cover every fund, share class and language? 

• Can finished factsheets publish to web, portal, email and API without manual uploads? 

Kurtosys was built to answer yes to each of these, because factsheets are one output of the same platform that runs client reporting, regulatory disclosures and digital experiences. 

Yes. Kurtosys configures factsheet and report templates to each fund’s own structure, whether that’s a UCITS fund in scope of the UK CCI regime or an alternative investment fund (AIF) with more complex, investor-specific reporting needs. Templates connect to fund data by API or flat file regardless of structure, so onboarding a new fund type doesn’t need custom development. 

The same governed record drives both the investor-facing factsheet and any regulatory disclosure the fund needs, so the figures stay consistent across both. For alternative asset managers, Kurtosys extends the same approach to LP reporting and gated investor access. 

The same governed record drives both the investor-facing factsheet and any regulatory disclosure the fund needs, so the figures stay consistent across both. For alternative asset managers, Kurtosys extends the same approach to LP reporting and gated investor access.