We’ve built governed AI solutions that tackle the highest risk-drivers
We catch what would go wrong before it reaches an investor.
By nature, client want bespoke solutions therefore, servicing clients increases a firm’s operational risk. Custom content, bespoke commentary and additional reports all stretch the operating model. Managers have historically absorbed this by hiring people, which brings its own problems: churn, knowledge loss when people leave. That manual client servicing and reporting process is laden with risk. Kurtosys injects AI as a safety net, catching the fat-finger errors and data discrepancies that creep in when humans are in the loop, before they reach the client, where a single error can trigger a risk review and threaten a mandate.
We let teams produce at a scale and speed manual processes cannot reach.
Rather than hiring people that bring added chance of error, Kurtosysgives teams the means to do the work themselves. AI drafts the firstmile of commentary so portfolio managers and product specialists, who all have day jobs, get a leg up rather than starting from scratch. Chart Builder lets reporting teams self-serve technical work that used to take hours or days and needed specialist help. Agentic automation acts as an extension of the team, doing the work of a business analyst to build entire bespoke reports that can then refresh each cycle. The through-line is enabling business users directly, with no translation between a technologist and the business expert, so managers can say yes to clients and service bespoke work at scale.
AI AT KURTOSYS
Key AI features
Health Check
Building production charts can take a reporting team hours or days. With our Chart Builder, a user prompts in plain language or drops in a reference image, and the AI builds the chart, scores itselfa gainst that reference, and refines until it matches, so reporting teams get on-brand charts without waiting on specialist help.
AI AT KURTOSYS
Kurtosys platform AI roadmap
Increasing the platforms agenctic capabilities
Centralised
agents
- Client-operated via Claude or OpenAI, orchestrating Kurtosys through MCP Frontier agents (Claude/OpenAI)
- MCP server exposes the platform
- User-driven, cross-system workflows
Production
agents
- AI agent that manages ongoing production of reports, interacting with stakeholders, escalating issues, and managing issue flow.
- Work alongside stakeholders, escalating issues and keeping the issue flow moving
Reporting creation agent
- Building on our Excel agent, AIs that assist users in the creation of broader client reports and related setup.
- Take care of the related setup, from templates to data mapping
Security evolution
Compliance 360
Centralised view of all identified breaches and mitigations across every output. See what was flagged, how it was resolved and who signed it off, all in one place. A clear audit trail that keeps compliance teams confident and ready for review.
Global AI compliance overlay
Extending compliance validation across the system, starting with Studio for PowerPoint and Production Centre. Governed, auditable, production-ready. AI agent checks content against centralised compliance rule set and data.
