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    Platform

    Platform overview

    The integrated platform for digital reporting and client experiences.

    Reporting features

    Fund factsheets

    Fast, flawless, compliant factsheets without the manual hassle.

    Fund centres

    Build dynamic fund websites and product pages that engage investors.

    Fund websites

    Build dynamic fund websites and product pages that engage investors.

    Investor portals

    Secure, branded portals giving clients on-demand access to their data.

    Investor presentations

    A direct data-to-PowerPoint report builder. Compliant, fast, accurate.

    Regulatory documentation

    Compliant, audit-ready disclosures with validation built into production.

    Regulatory Reporting

    CCI compliance for investment managers

    Automate every step – from calculating the Risk and Return Score to publishing compliant Product Summaries at scale.

    Learn more →
  • Solutions

    By audience

    Investment managers

    Produce every investor and regulatory output from one governed source.

    Wealth managers

    Personalised reporting and branded portals, without the manual effort scaling with you.

    Alternative asset managers

    LP reporting and gated investor access, built for complex fund structures.

    By team

    For your compliance team

    Review exceptions, not the whole stack, with a full audit trail.

    For your operations team

    One governed data layer, so your team manages rules, not reconciliation.

    For your distribution team

    Review and approve what's already produced, instead of building it yourself.

    By outcome

    Client reporting

    Automated reports with sign-off built into the workflow, not chased after.

    Regulatory reporting

    Compliant, audit-ready disclosures with validation built into production.

  • Resources
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    Case studies
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    Highlighted

    Cyber resilience under pressure: what actually holds when it matters

    Learn more →

    Latest blog

    CCI explained: what investment managers actually need to know

    Learn more →
    White paper

    Unlock exclusive insights: The client reporting playbook

    Learn more →
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Kurtosys logo
Kurtosys logo

Platform

Platform overview

The integrated platform for digital reporting and client experiences.

Reporting features

Fund factsheets

Fast, flawless, compliant factsheets without the manual hassle.

Fund centres

Build dynamic fund websites and product pages that engage investors.

Fund websites

Build dynamic fund websites and product pages that engage investors.

Investor portals

Secure, branded portals giving clients on-demand access to their data.

Investor presentations

A direct data-to-PowerPoint report builder. Compliant, fast, accurate.

Regulatory documentation

Compliant, audit-ready disclosures with validation built into production.

Regulatory Reporting

CCI compliance for investment managers

Automate every step – from calculating the Risk and Return Score to publishing compliant Product Summaries at scale.

Learn more →

By audience

Investment managers

Produce every investor and regulatory output from one governed source.

Wealth managers

Personalised reporting and branded portals, without the manual effort scaling with you.

Alternative asset managers

LP reporting and gated investor access, built for complex fund structures.

By team

For your compliance team

Review exceptions, not the whole stack, with a full audit trail.

For your operations team

One governed data layer, so your team manages rules, not reconciliation.

For your distribution team

Review and approve what's already produced, instead of building it yourself.

By outcome

Client reporting

Automated reports with sign-off built into the workflow, not chased after.

Regulatory reporting

Compliant, audit-ready disclosures with validation built into production.

Blog
Case studies
Guides
Events

Highlighted

Cyber resilience under pressure: what actually holds when it matters

Learn more →

Latest blog

CCI explained: what investment managers actually need to know

Learn more →
White paper

Unlock exclusive insights: The client reporting playbook

Learn more →
About us
Careers
Press
Contact
Support centre
API documentation
Release notes
Book a demo

Resources

Blogs & articles

The market doesn’t wait. Stay ahead of the curve with our expert take on the critical shifts impacting asset managers.

Blog Category Filters
CCI is sitting on the wrong desk. Here's why - and what to 
do about it.

CCI explained: what investment managers actually need to know

  • June 2, 2026
Cyber resilience under pressure

Cyber resilience under pressure: what actually holds when it matters

  • May 26, 2026
CCI is sitting on the wrong desk

CCI is sitting on the wrong desk. Here’s why – and what to do about it.

  • May 19, 2026
AI, resilience and trust: What stood out at TSAM London 2026

AI, resilience and trust: what stood out at TSAM London 2026

  • April 23, 2026
kurtosys--performance-wins-clients--experience-keeps-them--brent-clepper-blog--cover-wp2

Performance wins clients. Experience keeps them.

  • April 1, 2026
The ADA and digital accessibility: Why it matters for investment managers

The ADA and digital accessibility: Why it matters for investment managers

  • March 31, 2026
The end of the manual pitchbook

The end of the manual pitchbook

  • February 25, 2026
Redefining fund factsheets: why it’s time to raise the bar

Redefining fund factsheets: why it’s time to raise the bar

  • February 16, 2026
Is your investor portal just a PDF warehouse?

Is your investor portal just a PDF warehouse?

  • February 5, 2026
The hidden cost of bespoke  spreadsheet  reporting in  asset management 

One formula error away from losing the mandate: Why bespoke reporting can be a double-edged sword for client trust

  • January 19, 2026
kurtosys--unpacking-industry-pain-points-and-delivering-solutions--linkedin-website-cover

Solving the manual reporting nightmare

  • December 8, 2025
2026 outlook: Leading with clarity in a world that’s moving faster

2026 Outlook: Leading with clarity in a world that’s moving faster

  • December 4, 2025
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