Automate production of your documents and turn an operational problem into an opportunity to wow new investors with beautiful factsheets.Get Demo
Outsource your factsheet production to Kurtosys and get beautiful fund documents, while saving both time and money. You’ll get the highest quality rendering with Adobe InDesign® Server, with complete control over layout and styling. Your numbers won’t just fit on a page, they’ll be beautiful.
Check out our gallery of clients’ Fund Factsheets.View Gallery
Reduce your production times dramatically with a fully integrated workflow engine and cut production costs almost in half. You’ll maintain total visibility throughout the process and get alerts so you know when to sign off. The approval process for compliance uses role-based permissions, automated email notifications and secure logins.
Improve accuracy and reduce risk through centralized data aggregation, processing and validation. Kurtosys’ Unified Data Model (UDM) ensures that data is up-to-date and consistent. Our UDM supports the ingestion of multiple data and file types, which can be sourced directly from secure APIs or sFTP folders.
Create robust fund factsheets that include an array of well-designed components. Visual elements such as charts, tables and star ratings can work together with text to create more interesting and informative factsheets for your prospects. Kurtosys offers a broad library of components with different ways to present a fund’s allocations, performance, ratings and risk profile, including:
View a full gallery of fund components that Kurtosys has standardized in our platform.View Gallery
Produce factsheets in multiple languages to target global investors. As new markets and share classes become available, you can quickly meet your firm’s demand for marketing materials in native languages. Kurtosys offers language, dialect and translation technology covering over 100 languages.
We can now generate high quality PDF factsheets directly from fund information widgets on your website. The process consolidates all the latest fund performance information displayed on screen into PDF documents with razor sharp SVG graphics and the most up-to-date information.
Watch this short video to see it in action.
In this white paper find out how outsourcing factsheet production aided by new technology and enhanced models of BPO can simultaneously meet the need for high quality fund literature and radically reduce BAU demands.Download
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