Build your investor portal
Kurtosys investor portals provide real-time dashboards and access to provide thought leadership to equip investors. You are provided with deep intent analytics, allowing you to understand potential client interest in new products or retention issues.
“We are delighted to have strengthened our partnership with Kurtosys and to reinforce SALI’s commitment to providing market participants with a centralized resource for all IDF information. We are confident users will appreciate the increased functionality of the enhanced portal and are excited about the further expansion of this offering in the coming months."
Cameron Vail
Chief Operating Officer at SALI
Bring data to life with interactive dashboards
Digitize your reporting process. Allow clients to self-service and build their own reports from pre-defined digital templates. Provide historical access to their report library with full search.
Real-time access to portfolio data
Granting your clients access to real-time data via your portal requires orchestration. Kurtosys Data allows you to integrate all of your data sources into one concordant whole, enriching it along the way with formatting, disclaimers, translations and more.
Surface thought leadership, video and more
A leading asset management brand is founded on two things, quality investment research combined with stellar client service. Your client portal will give investors access to your most valuable thought leadership and underpin your commitment to providing the best service in the industry, distinguishing you from the competition.
Real-time access to portfolio data
Drilling deeper into a portfolio can reveal a world of interactive reporting for your clients, including performance, risk, holdings, transactions, and sustainability related data.
Explore ESG Data at Portfolio and Issuer Level
Allow clients access to engagement information and other non-public datasets.
Security as standard
Authentication
Enjoy the latest in authentication technology. From Cisco Duo two factor, to assurance messages and images. Your portal authentication flows can be fully customized and aligned with your own corporate policies, including authentication via single sign-on, password strength, and more.
User Management
Manage the full user lifecycle, from registration to ongoing maintenance. Users can self serve password and username reminders, while admins can assign permissions and entitlements. All user activities are tracked and catalogued for security and compliance purposes, and are fully GDPR compliant. For Salesforce users enjoy integrated user management directly from the contact record.
ISOC
Kurtosys ISOC is a three hundred and sixty degree security program that combines automated sofware processes, operational protocols, and proactive security assessments to secure your digital experience. From external web firewalls to AI based proactive networking scanning, Kurtosys provides a complete program to ensure your site or portal is always secure.
Land and Expand
Like you, your investor’s time is precious. Put everything at their fingertips with your portal dashboard, granting access to their mandates, thought leadership, and other key information.
Navigation
The structure of your portal is completely customizable, and its navigation can reflect its precise structure
Client summary
Give investors an overall view of their mandates, including key data such as performance and ESG scores.
Portfolio explorer
Explore and drill down into specific investment mandates. Filter, favourite, and search.
Insights
Combine thought leadership, video, and audio together with investment information to maximize brand exposure.
Localize
Allow clients to view content and reporting in their primary language, complete with local formatting.
User profile
Allow clients to manage their profile, reset password, and control two factor authentication settings.
Global search
Put everything in your portal within reach: documents, portfolios, reports, and other content.
Key contacts
Ensure clients can easily find help or support when they need you.
Request a demo
*After signing up for the newsletter, you will receive occasional emails from Kurtosys. We will not sell or distribute your email address to any third party at any time. View our privacy policy.
Download our Investor Portals brochure
Find out the full detailed few of the Kurtosys Investor Portal solution.
Case studies
Kurtosys powers transformation. Find out more about how we’ve helped firms like yours.
“We are delighted to have strengthened our partnership with Kurtosys and to reinforce SALI’s commitment to providing market participants with a centralized resource for all IDF information. We are confident users will appreciate the increased functionality of the enhanced portal and are excited about the further expansion of this offering in the coming months.
- Cameron Vail, Chief Operating Officer at SALI
Related content
Case Study
Columbia Threadneedle takes an innovative approach to its Value Assessment
The Financial Conduct Authority’s (FCA) Assessment of Value regulations aim to improve competition among asset managers and make value more transparent.
BLOG
ESG and ESMA / SFDR – Some thoughts on minding your gaps in client reporting
Regulation and ESG Performance Reporting are now seriously challenging Client Service and Marketing teams to rethink their reporting processes.
WHITE PAPER
25 of The Best Asset Management Websites
More has happened in asset management website design in the past 5 years than many of us could have anticipated. Most websites have improved significantly while some have found it hard to keep up.
WEBINAR
Mapping the ‘moments that matter’ – for investors
In this webinar, we focus on the importance of a holistic customer experience program, the typical obstacles and share approaches on implementation.
About us
Kurtosys provides a range of technology solutions to asset managers, creating efficiency within their distribution teams, empowering marketers, and facilitating stronger relationships with investors. Through our unique, cloud-based platform we provide all the tools required to build engaging investor websites and portals, automate sales collateral, and distribute critical reporting to clients.
The Kurtosys platform replaces many of the traditional point-solutions used across sales and marketing, allowing a single, golden source of data to be used across everything from client presentations to fund centres and beyond. This lowers compliance risk, reduces integration costs, and increases the ability of the firm to meet the ever-increasing challenges posed by investors, regulators, and competitors.
Founded in 2002, Kurtosys operates across three global offices with a fourth office planned in Luxembourg this year. Underpinned by global ISO-27001 certification in information security management, the Kurtosys team has a deep understanding of working at scale with data, information design, industry regulations and compliance issues.