Make considerable savings in time and resources by automating your manually produced financial documents at scale.
Work with your compliance team to approve documents during the production process, reducing errors and risk.
Our ISO 27001 certification means we protect your data at all layers of the DocPress and Kurtosys platform.
Creating documents such as fund factsheets or KIIDs manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates over 10,000 automated documents every month for a range of financial institutions globally.
With the Kurtosys Document Production Center you can automate your firm's document production using the self-service Production Center. Document templates will be developed on your behalf in line with your branding requirements, and changes to templates can easily be requested from within the platform.
The Document Production Center also allows you to easily raise exceptions and track them through the platform's audit trail feature. Once generated documents will become downloadable in PDF format, making distribution easy. You can also automatically distribute your factsheets to various information vendors through our APIs.
Create document production workflows and attach them to approval groups for your internal review such as your compliance department.
You will have access to customised document templates in line with your corporate branding.
Automatically distribute factsheets to FundInfo.com and other information vendors through our secure APIs.
White Papers
Elliot Burr on August 14, 2017
With the increasing need for an asset manager to maintain a positive relationship with their investors; we look at the costs, integrations, collaboration, adoption, regulation and security of financial document distribution.
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White Papers
Mash Patel on July 10, 2017
The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.
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White Papers
Luke Hinchliffe on February 13, 2017
Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.
Read nowWhether 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.