The Ultimate Fund Marketing Toolkit

Thought Leadership & Insights

Welcome to the Kurtosys Knowledge Center. We publish regular thought leadership articles, videos and white papers to assist professionals in the Fund Marketing and Investor Servicing industry.

Webinar: Wealth Management, a Digital Perspective
Webinar: Wealth Management, a Digital Perspective
Webinars  

64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels.

Join us for this 45 minute interview with April Rudin, founder of The Rudin Group, a global wealth marketing firm. April brings us her unique perspective and first hand experiences on digital marketing trends in the wealth management industry and answers some key topics.

fundpress commentaries
How to author and manage fund data commentaries using FundPress
FundPress   Videos  

Our FundPress cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow centralized all in one place. Authoring a commentary from scratch is a very similar process to authoring disclaimers, watch the video to learn more.

fundpress disclaimers video
How to centrally manage all your fund disclaimers and approval workflow
FundPress   Videos  

One of the key benefits of FundPress is that it offers a centralized Disclaimer Management System for marketers. This feature is a great time-saver as you can author, as well as build out an entire workflow process, for any of your disclaimers, all within the cloud-based solution of FundPress which can be used across factsheets, websites and fund performance tools.

highland capital fund factsheets
Highland Capital – Saving time & resources through fund factsheet automation
Customer Success Stories  

Highland needed an automated fund factsheet solution to report across their range of retail mutual funds, with hi-res print-ready PDFs a requirement.

Improving Sales Enablement for Asset Managers
Improving Sales Enablement for Asset Managers
White Papers  

Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.

fundpress translations
Manage your global data properties with FundPress translations
FundPress   Videos  

If you’re working with fund data across multiple countries, then you’ll already be familiar with translations and probably a translation vendor, but they might not be centrally housed with all your data in one place. That’s where FundPress translations can help. Translations can be fully maintained in FundPress, to ensure that your publicly facing website functions correctly on an international level.

fundpress data healthcheck
FundPress Data Healthcheck highlights fund data issues before they go live
FundPress   Videos  

For many of our customers, bad data is one of the biggest stressors they grapple with on a regular basis. While we cannot fix your downstream systems, with FundPress’s Healthcheck feature we can tell you when data errors exist and provide you with a chance to address these issues before they go live on your web pages or documents.

white paper
How your Salesforce CRM can manage Document Distribution
White Papers  

At Kurtosys we’ve identified a common problem that asset managers encounter – how to securely distribute the correct documents to the correct people. Download this one-page PDF to explain how we integrate with your Salesforce to achieve better distribution.

Bridgeway Capital Management
Bridgeway – Building a complete digital experience for investors
Customer Success Stories  

Learn how Bridgeway Capital Management, a quantitative investment management firm based in Houston, Texas, developed a complete digital platform for their investors with Kurtosys.

Webinar: Creating Compelling Content
Webinar: Creating Compelling Content
Webinars  

We’ve teamed up with Clear Path Analysis (specialists in content marketing for institutional financial services) to present a webinar based on their recent survey “User Perspective on Content Marketing”.