Investor presentations
Investor presentations, built straight from live data
Kurtosys Studio for PowerPoint connects your fund data directly to Microsoft PowerPoint. Pitchbooks and client presentations get built from live, governed data instead of assembled by hand. Your sales, marketing, compliance and data teams work from the same source and the same approved templates, and every deck that goes out the door is accurate and on brand.
What is Studio for PowerPoint?
Studio for PowerPoint is the part of the Kurtosys platform that builds investor presentations. It connects a manager’s fund data directly to Microsoft PowerPoint, from Snowflake or APIs, building pitchbooks and client presentations from live data instead of copying and pasting by hand.
Stop rebuilding decks by hand
Pitchbooks and client presentations are usually assembled by hand. Someone copies data from one system, pastes it into slides, checks it, corrects it and reformats it for each audience and market. It’s slow, and every manual step is a chance for an error to reach a prospect or a client.
We connect your data directly to PowerPoint, so the deck is accurate the moment it’s built, and stays accurate when the data changes.
Challenge
Data copied and pasted between systems and slides, by hand, for every deck
Decks go stale the moment new data lands, and get rebuilt from scratch
Ad hoc edits and inconsistent disclaimers create compliance risk
Solution
We connect your fund data directly to PowerPoint, so nothing needs re-entering
Decks refresh from live data instead of being rebuilt each time
Locked content areas and automated disclaimers are built into every deck
Fixing this once, at the data connection, removes the manual step behind all three problems, so nothing needs re-keying, rebuilding or double-checking by hand.
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How a presentation comes together
Every deck runs through that same connected, compliant process, whether you’re building one client review or refreshing a hundred pitchbooks before a conference.
01
Select
Choose a pre-approved, branded template from your central slide library.
02
Connect
Link charts and tables directly to your live fund data sources.
03
Personalise and publish
Filter by fund strategy or currency, add your commentary, and export a formatted presentation.
Presentations for every occasion
01
Pitchbooks, tailored for institutional or retail pitches.
02
Fund snapshots, for up-to-date performance reviews.
03
Client review decks, for personalised portfolio updates.
Quarter-end factsheets can also run through the same connected data. If that’s your main use case, our fund factsheets page covers that workflow directly.
Not just a pitchbook tool
Investment marketing automation tools built for investment managers solve a similar problem to Studio for PowerPoint (producing compliant, data-driven pitchbooks), so this is a genuine like-for-like comparison, not a distant one.
Native PowerPoint working environment
Same governed source as regulatory disclosures and investor portals
Compliance review built into the production workflow
A typical factsheet tool
Runs as its own presentation management platform; PowerPoint is one of the supported output formats
Scoped to marketing content: factsheets, pitchbooks, commentaries and web
Yes, compliance review is part of the process
Kurtosys
Yes, your team works inside Microsoft PowerPoint itself, with no separate platform to learn
Yes, presentations draw on the same governed source that also produces CCI disclosures, portals and websites
Yes, with automated disclaimers, locked content areas and a full audit trail
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
