Is your investor portal just a PDF warehouse?
Every asset manager faces the same dilemma. Investors want reporting that is more personalised, more timely and more interactive, yet internal teams are struggling to deliver it at scale. The result is often a customisation trap: account managers fighting for every micro-request, reporting teams are buried under legacy templates, and portals are reduced to little […]
Investor Portals 101 – an overview
In our latest Client Reporting Playbook survey, 43% of investment managers say their clients prefer portal-delivered reports – underscoring that investors now expect more than simple digital delivery. They want a secure, real-time gateway that not only houses performance data and documents, but also delivers highly personalised insights. In fact, according to our Institutional Reporting […]
Rethinking Your Digital Fund Buying Experience: Build or Buy?
Investment manager heads of digital are often tasked with reimagining a fund buying experience. One major dilemma is whether to build it with an internal development team or use a vendor solution such as Kurtosys. Common drivers behind a new fund experience project include costs, time to value and customization. Over the last few years, […]
A portal by any other name, would be just a website
”We need to build a secure portal, to give our clients access to valuable information” is not an uncommon challenge across Asset Management and one that’s likely been uttered in digital, sales, client reporting, and marketing team meetings for the last few years. But what makes it different to your plain old website build? Why […]