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View All
Investment Report Automation
Automate all of your investment reports from a single system
Investor Portals
Digitize your investor communications and deepen client relationships
Investment Websites
Build beautiful investor websites and digital experiences
ESG Communications
Showcase your sustainability credentials
Platform
DXM
Digital Experience Management for investment managers
Documents
Cloud-based report automation engine
Studio
Library of customizable investment data experiences
Data
Centralized hub for all your investment data
DXM Communities
Powerful toolset for creating gated investor portals
Support
Support terms of use
Support promise
EULA terms of use
Information security
ISOC
Help center
Insights
Blog
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Events
White Papers & eBooks
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BMO Global Asset Management
Redwheel
abdrn
SALI Fund Services
Tavistock Wealth
Boston Partners
OP Financial Group
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Websites
Fostering brand loyalty: How AI enhances everyday activities and tasks to improve client retention
October 20, 2023
The client-centric approach – Highlights from TSAM NY Kurtosys interview
October 20, 2023
Fostering brand loyalty – why it matters
October 17, 2023
Streamlining success: Automating report generation and distribution for investment managers
October 10, 2023
Mark Warren joins Kurtosys as Chief of Staff
October 3, 2023
Justin Larsen joins Kurtosys as Chief Financial Officer/ Chief Operations Officer
October 2, 2023
Kurtosys’ mid-year update: standardization, industry trends and client experience
August 10, 2023
4 straightforward steps to effective client report customization
July 25, 2023
How can sales teams leverage digital resources to position themselves for success?
July 17, 2023
Evolving the Kurtosys product vision
July 5, 2023
Bank collapses are impacting how we all think about “saving”
June 20, 2023
The value of connection
June 12, 2023
The future of client reporting: embracing technology for efficiency and compliance
June 1, 2023
Exploring client experience and integrated platforms: Highlights from the Kurtosys team interview with TSAM
May 25, 2023
Metrics matter – Transforming marketing and distribution through accurate data and analytics
May 17, 2023
The role of user experience in investment management websites
May 3, 2023
Eight short steps for investment management marketers planning their Consumer Duty program
March 29, 2023
Achieving compliance and accuracy: best practices for investment content management
March 15, 2023
Making your fund performance line charts accessible to everyone: our journey and lessons learnt
March 3, 2023
Rethinking supplier risk audits: how to choose the right application vendors
February 14, 2023
Outlook & Trends for Investment Management in 2023
January 30, 2023
Investor Portals 101 – an overview
January 11, 2023
Unlocking human potential and prosperous employee engagement using AI and machine learning
December 20, 2022
Our 5 best read blogs of 2022
December 14, 2022
ESG and ESMA / SFDR – Some thoughts on minding your gaps in client reporting
December 5, 2022
ESG Reporting is creating an efficiency crunch – it’s the last thing investment managers need
December 5, 2022
2030: three key trends in client reporting
November 30, 2022
My first Kurtosys Client Day
November 14, 2022
Security scorecard: vendor risk management tools and why investment managers should take note
November 1, 2022
Data & Technology approaches in a fast-paced Investment Management environment
October 24, 2022
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