Pain-free
investment data
+ insight delivery.

Our secure cloud-based platform of easy-to-use tools seamlessly integrate your data and content to deliver automated reporting, engaging website experiences and secure client portals — on time, every time.
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We’re here to put investment data and insights at your clients' fingertips
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Solutions

Our solutions.

Reporting
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Reporting

Automate your investment reports

Need to spend less time wrangling manual reports? Our easy-to-use tools will take the pain away by seamlessly integrating your data and content. Produce thousands of data-driven documents from a single template in seconds, and distribute to your clients via the web or email in minutes. No more resource strains, or data laden with errors — this is automation at its finest.

Websites
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Websites

Build and enhance your investor websites & portals

Utilize cutting edge design and functionality to help you build and maintain your investor websites and enhance your client experience. From fund centers to product pages, our ready-to-use tools are designed to help you stand out from your competitors. Efficient, engaging and 100% compliant. 

Portals

Portals

Build and enhance your investor websites & portals

Enhance your client experience with investor portals, giving your client more control. Allow personalized access to critical information and real-time data feeds whenever they need it. With our ready-to-use tools you can create customizable dashboards and user-defined reports, securely and at scale.  

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insights

Stay one step ahead.

Elevating client reporting: A benchmark survey for smarter solutions
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From our blog, to webinars and white papers — we’ve got your back (to keep you at the front)

Unlock access to industry news and thought pieces, straight to your inbox:

Data,
simplified.

Our secure cloud-based platform of easy-to-use tools seamlessly integrate your data and content to deliver automated reporting, engaging website experiences and secure client portals — on time, every time.
Success stories

Find out how we’ve teamed up with our clients to help take the pain away.

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67 global sites delivered in record time to enable a global sales force

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66 factsheet templates for 10 funds and a suite of model portfolio solutions

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A complete automation solution for both digital and client reporting

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Transforming client experience through a dynamic reporting portal

careers

Join our team.

As a global company, our culture is founded on two key principles: delivering stellar value to our clients through our platform and providing the best possible environment for our teams to do their best work. Interested? Read more about life at Kurtosys and our open roles.