Fund centre
A fund centre your investors can actually use
Give investors and advisers a searchable, filterable hub to find your funds, pull live data and download documents, built on a platform made for investment managers and embedded into the website you already run.
What a Kurtosys fund centre does
A fund centre is the searchable, filterable hub where investors and advisers find the funds, data and documents they need. We build it on the same governed fund data that feeds the rest of your reporting, so what someone finds in the fund centre matches what’s in their factsheet and their regulatory disclosure. It can sit inside a Kurtosys-built fund website, or embed into a site you already run.
The right fund to the right investor, every time
A fund centre is often the first place an adviser or investor goes to compare products. It needs to surface the right fund to the right person, filtered to what’s relevant to then, rather than presenting everything you offer in one generic list. Get that wrong and you’re either showing products someone isn’t eligible for, or making them dig through everything to find the two or three that matter.
Challenge
Investors see products they're not eligible to buy
One generic view has to serve every investor
Fund centre data drifts out of step with reports and disclosures
Solution
Registered-for-sale logic filters by investor type and jurisdiction automatically, so nobody sees a fund they can't actually buy
Customisable data columns and product tabs show what's relevant to each audience, rather than forcing everyone through the same table
The fund centre draws on the same governed source as everything else you publish, so the two never disagree
Get this right and the fund centre becomes the one place investors and advisers can trust for eligibility, data and search, all built on a single governed source.
How a fund centre comes together
Every fund centre runs on that same governed source, whether it’s showing three fund ranges or thirty.
Connect
The fund centre draws on the same governed fund data source that produces your factsheets and disclosures, so nothing needs a separate feed.
Configure
Set registered-for-sale rules, data columns and product tabs, tailored to what each audience should see.
Launch
Embed the fund centre into your existing website, or launch it as part of a fund website we build with you.
What fund listing pages miss
A basic fund list is easy to build. Making sure the right investor only ever sees the funds they're eligible for, in a format that matches everything else you publish, is the harder problem, and the one most fund centres solve badly or not at all.
Eligibility by investor type and jurisdiction
Same source as reports and disclosures
Multiple product ranges from one build
Embeds into an existing site
A typical factsheet tool
Manual disclaimer
Rarely connected
Limited support
Varies by vendor
Kurtosys
Registered-for-sale logic applied automatically
Single governed source
Product tabs support several ranges or share-class structures
Embeds into your site, or launches as part of a Kurtosys fund website
Fund centres for every setup
01
Boutique managers with a single fund range, who need one clean, searchable hub.
02
Multi-range managers, using product tabs to show different structures from one build.
03
Cross-border distributors, where registered-for-sale logic keeps each jurisdiction compliant automatically.
Kurtosys has played a vital role in helping us improve our document automation and increase the volume and quality of factsheets we provide globally. Central to this has been their strategic advice, innovative solutions, and the trusted working relationships they have built with our teams.
Jonathan Sim, head of platform strategy, integration and transformation, Aberdeen Investments
