Build beautiful investment websites

Powered by Kurtosys DXM, the only digital experience management system built for asset managers.

It includes all the fund data, compliance, and security features that are required. With zero development needed, the delivery of your investment website experience is vastly simplified. This will not only delight your investors, but also bring real value to your sales teams and ultimately help drive your growth.

The Kurtosys DXM platform is used by some of the world’s largest asset managers.

Build beautiful investor websites
BMO Logo

“The BMO Global Asset Management website project was immense in terms of scale and also complexity in delivering over 60 websites with branded components and fund center for our different regional sites"


Ross Duncton

BMOGAM Head of Marketing

Kurtosys PaaS

The Kurtosys Platform is a full platform-as-a-service for launching and maintaining investment websites. The Digital Experience Manager allows the user to manage their site, domain, set up redirects, manage site compliance and security from one central location with only a few clicks. Our solution combines the specialized regulatory and compliance requirements with the vast functionality of WordPress as well as WYSIWYG post editing plugins, like Elementor.

Data Healthcheck
Reach your global investor base

Reach your global investor base

With seamless localization features, such as automated translation integration and multi-site sharing, your cross-border communication will comply with specific regional regulatory needs and help facilitate stronger relationships with investors.

Integrate fund and investment data

Kurtosys Studio apps, a library of over 50 data driven experiences specifically built for fund managers and investors, readily integrates your fund and investment data, thus enabling real-time data visualization and content publishing across all your customer touchpoints.

Fund Center
Security and performance as standard

Security and performance as standard

The Kurtosys cloud provides a full end-to-end platform-as-a-service to host and manage your investment website. Industry leading security features come as a standard.

Compliance at the core

Regulatory requirements are all taken care of. With built in record retention, content and data snapshots, automated content expiry and customizable approval workflows, your team will have one less thing to worry about.

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Unmatched investor experiences with Kurtosys

Your website is one of your most important brand touchpoints allowing you to position yourself as both a thought leader and a formidable investment firm. Together, we can help to ensure that your clients and site visitors get the best experience.

Unmatched investor experiences

Pixel perfection

Create a brand impression that will last.

Surface thought leadership

Creating insights areas, integrating video content, and developing educational areas can easily be implemented with the available out-of-the box features.

Integrated search

Providing a fast and useful search experience on your site is key to keeping advisers and investors coming back.

Reach a global audience

All Kurtosys sites can be automatically localized and integrate key features such as investor attestation, workflow translation processes, site grouping features and much more.

Integrated fund data

Our platform contains a wide variety of fund data modules that can be branded and configured to your needs.

Investment portals

Privileged investment content, private fund data, or even client account information can easily be secured with a gated investment portal.

Request a demo

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Download the investor website brochure

Find out the full detailed few of the Kurtosys investor website solution.

Case studies

Kurtosys powers transformation. Find out more about how we’ve helped firms like yours.

Beautiful Investment Websites 2

After Tavistock appointed Kurtosys to automate its factsheet production in November, the joint team faced a challenge to meet the January deadline – particularly with the Christmas period and Covid-19 lockdown in effect.

Beautiful Investment Websites 3

ABDRN has gone live with a factsheet document automation platform that is helping to deliver efficiencies, reduce cost and reduce risk across global client operations. View Case Study

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.