Secure WordPress websites for financial services companies

More than just a website. By integrating WordPress into our platform we can connect your fund data, documents and secure content whilst still giving financial marketers all the control without the IT headache.

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Fund-specific Web Modules

Build a digital experience for your investors using our extensive range of fund-specific web modules. By harnessing the simplicity of WordPress we have created industry-specific website features that solve real business problems for financial services companies. From multi-country, multi-language global sites to ETF microsites we have the expertise to cater for all types of financial services requirements.

  • Disclaimer and investor type modules
  • Document filters and search panels
  • Related content with taxonomy control
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fund web components
Easy Editing

Easy Editing

Simply create or manage content with in-line editing and 'drag & drop' functionality. Anyone on your marketing team can use WordPress functionality without coding – we create the templates to your requirements. And you can easily set up multi-author workflows as well as admin, approval and compliance controls through entitlement and permissioning settings.

  • Optimize content and campaigns with built-in SEO controls
  • Easily tag files and content for different regions and investor types
  • Utilize the global WordPress community for training and knowledge
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Responsive Design

Launch a website that's optimized from day one for desktop, tablet and other mobile devices. We build all websites with fully responsive design, using cross-browser compatible templates. Our templates were created specifically for investment management industry segments, including mutual fund companies, wealth management firms, alternative fund managers, private equity and venture capital firms.

  • Improve your SEO with a mobile-ready site
  • Avoid extra coding and additional setup costs
  • Improve your User Experience and reduce bounce rates
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Fully Responsive fund websites
Fund security

Bank-grade Security

Security is provided at all layers of the platform including the WordPress layer. Our security processes and management align to our global ISO-27001 certification. We have standardized advanced security features such as two-factor authentication and we only allow certified plugins that are verified for enterprise levels of security.

  • Reduce probability of a cyber attack compromising your data
  • Lower total costs of disruption and make it safer to work remotely
  • Alleviate your need to manage infrastructure or worry about security, compliance monitoring and tracking
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Seamless Integration

Extend the power of your website by integrating your financial data, CRM, marketing automation or other external applications, using certified plugins or connectors. WordPress offers compatibility with third-party APIs as well as integration with Kurtosys Fund Tools for interactive charting or with Kurtosys DocPortal for document management.

  • Enable data to be automatically updated, visually attractive and easy for potential investors to analyze
  • Make your website your hub for all your digital marketing efforts
  • Run separate marketing campaigns by building and linking microsites through the main company site
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kurtosys/wordpress integrations
PLATFORM FEATURES
Bank-Grade Security

Bank-Grade
Security

Our security processes and management align to our global ISO-27001 certification.

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Monitoring

Strategic Enterprise Monitoring

A proactive, dynamic monitoring strategy that reveals issues as they happen.

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Secure Sign-on (SSO)

Single Sign-on
(SSO)

Improve UX by connecting multiple web applications together.

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Content Delivery Network (CDN)

Content Delivery Network (CDN)

Kurtosys has partnered with Akamai, a world class provider of content delivery networks.

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DDoS Mitigation

DDoS
Mitigation

Simple and effective solutions to mitigate the growing threat of DoS and DDoS attacks.

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Website Change Audit Recording

Website Change Audit Recording

Comply with SEC rules by preserving an audit trail of all website changes.

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Multi-factor Authentication (MFA)

Multi-factor Authentication

Stop front door attacks by using a layered defense to website logins.

CRM/MA integration

CRM/Marketing
Integration

Connect your fund data with Salesforce or Marketing Automation platforms.

Sentinel – a digitally integrated success story

Read our customer success story on how we helped Sentinel Investments create a fresh new digital experience for their investors, and simultaneously reduce their number of external vendors.

Read the story

Sentinel Investments website
white paper

eBook: How to Build a Content-Rich Fund Website that Performs

We explore the five essential components of an asset management website that you need to attract and engage users.

Download

JOIN OUR GROWING CUSTOMER BASE

FROM OUR FINTECH BLOG

Flagship Asset Management improves investor UX with Kurtosys digital solution

Flagship Asset Management improves investor UX with Kurtosys digital solution

CAPE TOWN, SA — June 8, 2016 — Kurtosys is proud to announce the launch of Flagship Asset Management’s new digital offering www.flagshipsa.com. Powered by the Kurtosys WordPress Fund Website solution, the new Flagship site incorporates the…

Commonfund’s unique digital offering balances public & privileged investor content

Commonfund’s unique digital offering balances public & privileged investor content

As part of our continuing Kurtosys Insights series – we caught up with Tony Ialeggio, the CMO at Commonfund. As a private, nonprofit organization, part of Commonfund’s core mission is to enhance the financial resources of their clients and to…

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