The Kurtosys blog

Browse our white papers, webinars, videos, podcasts and more.
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Investor Portals 101 – an overview

Reimagining client experience: How AI and personalisation are shaping the future

Reimagining client experience: How AI and personalisation are shaping the future

Future-proofing investor experiences: A guide to accessibility in fund centres and complex web platforms

Future-proofing investor experiences: A guide to accessibility in fund centres and complex web platforms

The EU Accessibility Act: A strategic imperative for investment managers 

The EU Accessibility Act: A strategic imperative for investment managers

Reviewing the latest trends in investor servicing and reporting

Reviewing the latest trends in investor servicing and reporting – survey results

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Adapt or fade away: Key takeaways from Funds Congress 2025

Navigating 2025: Key trends in investment management

Navigating 2025: Key trends in investment management

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Building trust in AI: Essential strategies for investment managers

How unifying sales and marketing goals can drive holistic revenue forecasting and client success

How unifying sales and marketing goals drives holistic revenue forecasting and client success

Kurtosys Cape Town

Reflecting on 2024: Lee Godfrey’s insights into achievements, challenges, and what lies ahead for 2025

How Kurtosys enhances digital operational resilience for client readiness

Exploring DORA: How Kurtosys enhances digital operational resilience for client readiness

Kurtosys Client Day November 2024

Building for the future: Key themes in data, CX and brand differentiation from Kurtosys Client Day

Top 10 data hurdles when creating investor reports_ best practices and solutions - blog cover

Top 10 data hurdles when creating investor reports: best practices and solutions

Simple security guidelines and checks when choosing a vendor to build your new investment website

Simple security guidelines and checks when choosing a vendor to build your new investment website  

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What institutional investors want – our key insights 

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Creating seamless digital client experiences: Challenges and strategies 

Transforming asset management with tech-driven consumer duty strategies

Transforming asset management with tech-driven consumer duty strategies 

Unlocking data potential with Kurtosys’ Snowflake integration

Unlocking data potential with Kurtosys’ Snowflake integration

CEO mid-year update: Navigating uncertainty and enhancing client engagement

CEO mid-year update: Navigating uncertainty and enhancing client engagement

Transforming your investment reporting with Kurtosys Studio for Office

Transform your investment reporting with Kurtosys Studio for Office

Streamlining reporting automation with Kurtosys Studio for InDesign

Streamlining reporting automation with Kurtosys Studio for InDesign 

Generative AI application across asset management: Game-changing or overhyped? 

Generative AI application across asset management: Game-changing or overhyped?

Revolutionizing email distribution: 
A game-changer for investor reporting

Revolutionising email distribution: A game-changer for investor reporting

Michelle Wright joins Kurtosys as Chief Product Officer

Michelle Wright joins Kurtosys as Chief Product Officer

Navigating the currents: A dive into the investment management landscape of 2024 

Navigating the currents: A dive into the investment management landscape of 2024

A look at the future of client reporting through the lens of Kurtosys and Northern Trust

A look at the future of client reporting through the lens of Kurtosys and Northern Trust

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Sales meets compliance: Introducing the seamless solution from Kurtosys 

Warning - Not about AI

Warning: Not about AI…

Navigating investment reporting challenges together: 
A reflective dialogue with Lee Godfrey

Navigating investment reporting challenges together: A reflective dialogue with Lee Godfrey

Building and maintaining strong relationships is crucial for sustained success

Building and maintaining strong relationships is crucial for sustained success

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