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Fund Document Automation

Free up time and resources by automating the production of your fund documents with Kurtosys DocPress, which couples the print precision of Adobe InDesign with a powerful charting and business rules engine.

 

A fund document automation platform built for asset managers

Save time & money through automation

Make considerable savings in time and resources by automating all of your manually produced investment marketing documents at scale.

Mitigate Compliance Risks

Work with your compliance team to approve your investment documents during the production process, reducing errors and risk.

Bank-Grade Secure

Our ISO 27001 certification and enterprise security protocols mean we protect your data at all layers of the DocPress and Kurtosys platform.

kurtosys fund fact sheet automation

Creating documents such as mutual fund factsheets or quarterly investment reports manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates tens of thousands of automated investment documents, in multiple languages, every month for a range of financial institutions globally.

Our document automation engine couples the print precision of Adobe InDesign with a powerful charting and business rules engine that allows us to seamlessly integrate data and content from FundPress into your document templates. Our team works with you to define and maintain these templates on your behalf as part of your subscription to our service.

Every document in our system is composed of components – smart, data-driven modules that display your data in a variety of ways. From tables to scatter charts, each component has a plethora of options, from disclaimer placement to conditional formatting logic, all allowing us to ensure that your information is shown on-brand and in a compliant fashion.

Enterprise features for financial document automation

Automate production of your marketing documents and turn an operational problem into an opportunity to wow new investors.

Brand-specific Templates

Once your component library is configured in our platform our team will configure your document templates in line with your company branding.

Diverse Range of Components

Every document in our system is composed of components - smart, data-driven modules that display your data in a variety of ways.

View Component Library

Production Workflow

Reduce your production times dramatically with a fully integrated workflow engine with approval notifications.

Automatic Multi-Language and Localization

Kurtosys offer language, dialect and translation technology covering over 100 languages including Arabic and Chinese.

Print-ready, CMYK hi-res PDFs

We've integrated Adobe InDesign Server® into our platform to ensure we can output hi-res 4 colour PDFs for printing.

Custom Data Loaders

Seamlessly import data through feeds from our data partners such as Morningstar or via your own sources.

Disclaimer & Commentary Management

Self-serve management of all your investment disclaimers, commentaries and footnotes.

Real-time Document Previews

Preview your automated documents in real-time with useful filters for different document types and languages.

Fix data issues

Improve accuracy and reduce risk through centralized data aggregation and fix data issues in real-time.

DocPress Automation

Cutting-edge thought leadership & resources

author

Data Visualization


7 Tips to Creating the Perfect Fund Fact Sheet [INFOGRAPHIC]


Garth Alistoun on February 05, 2019

An infographic explaining seven tips to creating the perfect fund fact sheet, including advice on logos, color, tables, chart labels and more.

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author

Fund Marketing


5 Things We Can Automate In Your Fund Factsheets


Garth Alistoun on January 23, 2019

Automating fund factsheets is advantageous and simple in most cases. We've highlighted 5 key areas that can be automated to save you time and reduce stress.

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author

Interviews


Thoughts from Miton on Content, Technology & Fund Factsheets


Sam Shaw on December 06, 2018

Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.

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Request a Demonstration

Whether you’re looking to build a document library for your website or improve distribution, get in touch and we’ll be happy to show you.