Fund Center

Built for scale and packed with interactive features, the Fund Center houses all of your investment products in a fully brand-able, responsive widget that can be embedded into your site easily.

Launch Fund Center

 

Take your fund data to the next level with an interactive Fund Center

Blazingly Fast

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

Responsive Design

Designed to work on any device, the Fund Center gracefully adapts to different screen sizes for maximum usability.

Tailored to your Investors

Configurable for multiple languages, investor types and geographies to give your global investors the best user experience.

We like to think of Fund Centers as the 'swiss army knife' of fund data retrieval and exploration. They provide investors with invaluable insights into your investment products; allowing them to interact and navigate as quickly as possible and on any device. After building bespoke fund centers for asset managers for over a decade, we have now created a "SaaS productized" version that can be styled and implemented into your site within hours, not weeks.

Launch Fund Center

Managing a Fund Center is made easy via our FundPress application, allowing you to add or edit products or share classes in any language with ease. Powerful filters and a typeahead search allow investors to locate investment products quickly; a Watch List feature allows investors to monitor investments without having to register.

Powerful Filters

Add useful filters to allow your users to quickly narrow down their search such as currency, share class or geography.

Interactive Charts

Our charting engine gives investors razor sharp and touch enabled performance charts that improve the user experience.

Key Documents

All of your key documents will automatically appear alongside investments allowing investors quick access to key info.

Fund Facts

Add all the expanded information for your investment range such as 'fund facts' so investors easily digest a summary.

Simple Config

Easily configure your Fund Center using FundPress. Add/edit investments or share class information and test before going live.

Watch List

The Watch List feature allows investors to monitor key investments without having to register or make an account.

Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience inside six months.

View project

Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.

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Insights from the Kurtosys Blog

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Data Visualization


8 Elements of a Great Fund Explorer [INFOGRAPHIC]


Luke Hinchliffe on August 20, 2018

What elements on a fund explorer make for a better UX for investors? We made an infographic with 8 components that can make a fund explorer great.

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author

Data Visualization


8 eye-catching asset management infographics


Ray Aso on August 13, 2018

Infographics are a great way to market your insights and findings via social media channels or a website. Here are some examples from asset managers.

Read now
author

Fund Marketing


Exploring 9 excellent fund finders in asset management


Ray Aso on July 18, 2018

We’ve delved into the product centres of asset management sites to bring you the best fund explorers we could find. Here are 9 examples featuring current design trends that make browsing funds as simple as possible for potential investors.

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Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.