What makes a great fund factsheet? A guide for investment managers
Your factsheet might be the only document an investor reads, but is it doing the
Investor Portals 101 – an overview
In our latest Client Reporting Playbook survey, 43% of investment managers say their clients prefer
Future-proofing investor experiences: A guide to accessibility in fund centres and complex web platforms
Accessibility in digital experiences is no longer a “nice-to-have”- it’s becoming a necessity. With regulations
The EU Accessibility Act: A strategic imperative for investment managers
The European Accessibility Act (EAA), coming into effect on 28 June 2025, marks a major
Adapt or fade away: Key takeaways from Funds Congress 2025
Adapt or fade away? That was the unspoken theme at Funds Congress 2025. As digital
Building trust in AI: Essential strategies for investment managers
In the fast-paced world of product development, where agility and innovation are paramount, trust serves
Exploring DORA: How Kurtosys enhances digital operational resilience for client readiness
Those of us working in Information Security and Risk Management have known for some time
Top 10 data hurdles when creating investor reports: best practices and solutions
In the world of investment management, data plays a crucial role in making informed decisions
Simple security guidelines and checks when choosing a vendor to build your new investment website
It is far easier to build a web portal for your business today than ever
Transforming asset management with tech-driven consumer duty strategies
The asset management industry is undergoing a seismic shift. A perfect storm of economic uncertainty,
Generative AI application across asset management: Game-changing or overhyped?
Whilst at Funds Congress earlier this year, the transformative potential of AI in asset management
Revolutionising email distribution: A game-changer for investor reporting
Did you know that 79% of investors want to receive reports via email? Despite this, many
