Meet the growing demands of retail and institutional clients for more detailed, timely and accessible asset and portfolio reports.Get Demo
Offer clients reports that are not only comprehensive, but well-designed and easy to read. You'll get the highest quality rendering with Adobe InDesign® Server, maintaining complete control over layout and styling. We can easily brand your reports to your style guidelines, with customized cover page, table of contents, disclaimers, back page and more.
Browse samples of different reporting elements that we've standardized within our platform.View Gallery
Streamline your workflow and ensure that quality standards are followed, measured and monitored. Once formats and templates are established, regular reports can be updated automatically, without manual input, ensuring accurate and consistent documents are generated and distributed as and when required.
Improve accuracy and reduce risk through centralized data aggregation, processing and validation. Securely upload client and fund performance data through Kurtosys’ Unified Data Model, ensuring that reports are accurate, up to date and consistent.
Ensure compliance using our secure web-based application that provides entitled and permissioned access for different users. The platform also offers an automated approval process, including a full audit trail with document history and versioning.
Fund administrators, asset servicers and other financial intermediaries can manage hundreds of clients as if each one were unique. With our white label solution, you can provide custom branding and templates for each client as well as format the data in each client's preferred manner.
In this white paper find out how upgrading client reporting technology can maximise the client experience and drive higher levels of engagement, loyalty and asset growth.Download
When belt-tightening became a necessity during the aftermath of 2008, there were many different strategies employed to find ways to cut costs whilst keeping service levels high. Of those strategies, there is one that has outlasted…
For investors, reporting is often the only touch point that is both automated and highly relevant. Rising client expectations require more focus on excellent customer service and providing reports that are more transparent, accurate and beautiful….