Investor portals
An investor portal your clients will
Give investors secure, on-demand access to their data, reports and documents, in a branded portal configured to each relationship, and maintained by your own team without raising a development request.
What is a Kurtosys investor portal?
A Kurtosys investor portal gives each of your investors secure, on-demand access to their own data, reports and documents, in a branded, mandate-specific view built for their relationship with you. It draws on the same governed fund data that also produces your factsheets, regulatory disclosures and client reports, so what an investor sees in the portal always matches what you’ve published everywhere else.
The problem with most investor portals
Most investor portals start life as an add-on to whatever reporting or CRM system already exists, rather than as a product built for the investor relationship itself. That build order shows up in the same few places on almost every portal we replace.
Challenge
Portal data doesn't match the factsheet, report or disclosure the same investor receives elsewhere
Every layout or content change needs a development ticket
A generic platform login doesn't reflect the actual client relationship
Investors wait on a periodic PDF instead of seeing current data
Solution
The portal draws on the same governed data source as every other output, so the figures always agree
Your own team manages layout and content directly, without raising a request
Every portal is branded and configured to the specific mandate
Investors get secure, on-demand access to dashboards, portfolios, reports and documents
Fix that build order and the portal becomes part of the same governed source as everything else you publish, not a separate system to keep in sync.
How an investor portal comes together
Every portal we build runs on that same governed source and security model, whether it's serving three institutional clients or three thousand wealth investors.
Connect
The portal draws on the same governed fund data source that produces your factsheets, reports and disclosures.
Configure entitlement
Assign users to specific accounts, portfolios and documents, with access synchronised automatically from your own system of record.
Brand and launch
The portal carries your firm’s colours, logo and domain, and integrates with tools like Salesforce and Azure AD from day one.
Not just a bolted-on portal
Portals from established reporting vendors are typically built as an extension of a reporting engine designed for internal production, with investor access added afterwards. That build order is why so many portals need constant reconciliation against the systems producing the numbers they show. Ours starts from the investor relationship, not the reporting engine, so there's no separate portal database to keep in sync.
Data source
Built for
Content and layout changes
A typical reporting-platform portal
A separate portal database, reconciled against the core system
Internal production first, investor access added later
Usually a development request
Kurtosys
The same governed data source as factsheets, reports and disclosures
The investor relationship, from the start
Managed directly by your own team
Investor portals for every relationship
01
Institutional mandates, with interactive portfolio reporting and full transaction history.
02
Wealth and private clients, with a branded, self-service experience that reduces routine servicing requests.
03
Intermediaries and distributors, with role-based access so each relationship sees only what applies to them.
We are delighted to have strengthened our partnership with Kurtosys and to reinforce SALI’s commitment to providing market participants with a centralised resources for all IDF information. We are confident users will appreciate the increased functionality of the enhanced portal and are excited about the further expansion of this offering in the coming months.
Cameron Vail, chief operating officer, SALI Fund Services
