Fund Disclaimer Management

Author and manage all of your fund disclaimers, in multiple languages, from one centralized platform, assign approval workflow for your compliance team and then publish across web pages and documents seamlessly.

Orchestrate all of your fund disclaimers from one platform

Save Time & Resources

Make considerable savings in time and resources by orchestrating and collating all your fund disclaimers more efficiently.

Bank-Grade Secure

DDoS protection, intrusion monitoring, and ISO 27001 certification means we protect your data at all layers of the Kurtosys platform.

Blazingly Fast

In-memory caching, Akamai CDN, and the power of the cloud all bring your data and documents at the speed of thought.

Those working to produce marketing materials for asset managers share common problems. One of those common problems is publishing and managing financial disclaimers in a logical and compliant fashion. Global asset managers with a large number of investments also have to cater with multiple languages, share classes and so on.

The Kurtosys platform acts like an enterprise content management system, storing not only data and documents, but also snippets of pertinent text such as disclaimers. Kurtosys allows you to author, edit and publish your disclaimers in multiple languages seamlessly into your websites, documents and fund widgets. Approval groups allow you to interface with your compliance team and version history gives you valuable audit control.

Intuitive Text Editor

Use the simple text editor to draft and publish all of your financial disclaimers in multiple languages.

Multiple Disclaimer Types

Create multiple types of disclaimers to suit your investment or product range.

Approval Groups

Create approval groups to manage the workflow of your disclaimers with your compliance team.

Disclaimers in Action



What is FundPress?


Learn more about the Kurtosys Platform


Kurtosys Platform

Latest Kurtosys release introduces 2FA, user emulation, custom identifiers

Leandi Kolver on July 10, 2018

This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of user impersonations. Also included in this release is the introduction of custom fund and share class identifiers.

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Kurtosys Platform

Introducing Kurtosys DocPress & Enhanced Admin Features

Patrick McKenna on March 14, 2018

We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.

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Document Distribution

Using Kurtosys to store, manage & distribute all your financial documents

Alexandra Filippova on January 22, 2018

A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.

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