The integrated platform for digital reporting and client experiences.
Next wave of automated client reporting.
Fast, flawless, compliant factsheets without the manual hassle.
Let investors find, compare and download fund data from one hub on your site.
Build dynamic fund websites and product pages that engage investors.
Secure, branded portals giving clients on-demand access to their data.
A direct data-to-PowerPoint report builder. Compliant, fast, accurate.
Compliant, audit-ready disclosures with validation built into production.
Recent client success
J.P. Morgan Asset Management has announced a strategic partnership with Kurtosys, onboarding the company as its strategic technology partner for client reporting.
Produce every investor and regulatory output from one governed source.
Personalised reporting and branded portals, without the manual effort scaling with you.
LP reporting and gated investor access, built for complex fund structures.
One governed data layer, so your team manages rules, not reconciliation.
Review exceptions, not the whole stack, with a full audit trail.
Review and approve what's already produced, instead of building it yourself.
Automated investor reports with sign-off built into the workflow, not chased after.
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