Built for the complexity investment managers actually face.

Kurtosys connects an investment manager’s fund data at a single governed source and produces every investor and regulatory output from that source: factsheets, client reports, regulatory disclosures, portals, and fund websites. Rather than each output being built separately by hand, they’re all generated from the same governed template, so a figure corrected once updates everywhere it appears rather than requiring a separate correction in each system. Validation and sign-off happen inside the production workflow itself, which means outputs reach a distribution team already checked rather than needing review from scratch. New funds, new markets, and new regulatory requirements are absorbed through configuration rather than a development project, so the platform scales with the fund range rather than adding manual work every time it grows. 

Kurtosys is built specifically for investment managers, not adapted from a broader asset management platform designed for a different kind of client. Every output (factsheets, client reports, regulatory disclosures, portals, and fund websites) is designed around the fund structures, reporting cycles, and regulatory obligations investment managers deal with day to day, rather than added as a generic feature on top of tools built for banking, wealth advisory, or another adjacent sector. This matters because investment manager reporting requirements (fund-level disclosures, regulatory content expiry, multi-fund production at scale) differ meaningfully from what a general-purpose reporting or asset management tool is built to handle well. 

Yes. Kurtosys is client reporting software built specifically for investment managers, producing factsheets, client reports, and regulatory disclosures from a single governed data source rather than a set of disconnected reporting tools bolted together. Reports generate automatically from source data as soon as it arrives, with validation and sign-off built into the same workflow, so a distribution team reviews what’s already been produced instead of assembling it manually from scratch each cycle. Because every output draws from the same governed source, a figure that changes updates consistently across the factsheet, the client report, and any other output it appears in, removing the risk of the same number showing differently in different places. 

Yes. Reporting and investor portals draw from the same governed data source, so a client’s portal reflects the same figures as their factsheet or client report without a separate production run to keep them aligned. This matters because client portals have become central to how investors expect to interact with their managers: Kurtosys’s 2026 survey with Adox Research found that 85% of investment managers already offer or are planning a client portal, and over 80% of clients want the ability to self-serve, accessing real-time data, customisable reports, and historical documents on demand. When a figure changes at source in Kurtosys, it updates in the report and the portal at the same time, rather than the portal falling out of date the way it would as a separately maintained system. 

Kurtosys works with investment managers ranging from established global firms to growing boutiques, including Aberdeen Investments, Redwheel, Boston Partners, and SALI Fund Services. These clients span different fund structures and reporting needs, from institutional multi-fund ranges to more specialised mandates, but each uses Kurtosys to produce investor and regulatory outputs from a single governed data source rather than maintaining separate production processes per fund or per output type. Redwheel, for example, used Kurtosys to automate its reporting cycle end to end, a transformation covered in a dedicated case study. 

By connecting to source data and producing every output from a single governed template, Kurtosys removes the manual reformatting, reconciling, and checking that dominate distribution team time during every reporting cycle. Production, validation, and approval run as a single workflow rather than as separate steps handed off between people, so a distribution team reviews and approves outputs the platform has already generated instead of building them from a blank page. Kurtosys clients have reported reductions in reporting production time of up to 70%, though this figure isn’t yet tied to a named client case and should be treated as a general client-reported range rather than a guaranteed outcome. AI-assisted validation also flags inconsistencies before distribution rather than after, so exceptions surface internally instead of reaching a client first. 

Data quality remains the top challenge facing investment managers, with 78% of firms in Kurtosys’s 2026 survey with Adox Research reporting ongoing issues. Other significant pain points include IT dependency, with 55% of firms still requiring IT assistance for custom calculations, alongside inefficient compliance workflows and manual, time-consuming content updates. Kurtosys addresses each of these directly: automated validation catches data quality issues before distribution, business users can manage content and custom calculations without raising IT requests, and compliance sign-off is built into the production workflow rather than added as a separate manual step. 

Kurtosys uses AI within the production workflow itself, applying it to tasks including generating analytics, drafting market commentary, flagging data inconsistencies before distribution, and managing translations across markets, rather than treating AI as a separate add-on tool. This reflects a broader industry shift: Kurtosys’s 2026 survey with Adox Research found that 66% of investment managers are already using large language model-based AI tools for similar tasks, with firms reporting meaningful efficiency gains as a result. 

Investment reporting is moving toward automated workflows, real-time data, and more sophisticated digital client experiences, much of it enabled by AI. A 2026 Kurtosys survey of 65 investment managers, conducted with Adox Research, found a clear industry-wide shift toward self-service capabilities and personalised, data-rich reporting, rather than reports produced on a fixed manual cycle. Kurtosys is built around that shift already: automated production, AI-assisted validation, and self-service investor portals are core to the platform today, rather than a roadmap item firms need to wait for. 

Yes. Kurtosys builds approval workflows, content expiry, and regulatory disclosure checks directly into the production workflow, so every output is validated before distribution rather than checked after the fact under deadline pressure. A full audit trail of every version, approval, and distribution event is maintained automatically, so evidence of the review process is available on demand rather than needing to be assembled from email chains when a regulator or auditor asks. 

The client reporting solutions worth evaluating are the ones where compliance sign-off and a complete audit trail are part of the production workflow itself, not a separate step added afterwards under deadline pressure. Kurtosys builds this in directly: every report is validated before distribution, and every version, approval and distribution event is recorded automatically, so evidence of the review process is available on demand rather than needing to be assembled from email chains when a regulator or auditor asks. 

An institutional client reporting tool should generate every report an operations or distribution team is responsible for, including factsheets, institutional reports and regulatory disclosures, from a single governed data source, with validation and sign-off built into the production workflow rather than checked afterwards under deadline pressure. Kurtosys was built specifically around this model, covering fund-level reporting requirements that a general-purpose reporting tool isn’t designed to handle at the same depth. 

Yes. Kurtosys includes a direct data-to-PowerPoint report builder, so institutional presentations generate from the same governed fund data used for standard client reports and factsheets, rather than being rebuilt manually slide by slide for each relationship. Because every format draws from the same source, a figure stays consistent whether an institutional client receives a PDF report or a presentation covering the same portfolio.