Outsourced Fund Factsheet Service

Free up time and resources by automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.

A factsheet production platform built for asset managers

Save time & money through automation

Make considerable savings in time and resources by automating factsheet production at scale.

Flexible & Adaptable

Designed to adapt for all your share classes, branding requirements and even languages.

Bank-Grade Secure

Our ISO 27001 certification means we protect your financial data at all layers of the Kurtosys platform.

Best-in-Class Features for Fund Factsheet Automation

Automate production of your documents and turn an operational problem into an opportunity to wow new investors with beautiful factsheets.

Accurate Data

Improve accuracy and reduce risk through centralized data aggregation, processing and validation.

Smart Workflow

Reduce your production times dramatically with a fully integrated workflow engine with approval notifications.

Built for scale

Schedule production runs for 1000s of documents across all of your share classes, document types and languages.

Multilingual

Kurtosys offer language, dialect and translation technology covering over 100 languages including Arabic and Chinese.

CMYK Hi-Res PDFs

We've integrated Adobe InDesign Server® into our platform to ensure we can output hi-res 4 colour PDFs for printing.

Your design, your brand

Our factsheet design service will reproduce documents to your exact design and branding with your corporate typefaces.

Custom Data Loaders

Seamlessly import data through feeds from our data partners such as Morningstar or Lipper, or your own sources.

Diverse Components

Huge library of components with different ways to present funds allocations, performance, ratings, risk and more.

Component Library

Document Distribution

Automatically distribute factsheets to FundInfo.com and other information vendors through our secure APIs.

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View our Gallery of Fund Factsheets

View our gallery with samples of the fund factsheets that we create for a wide range of global asset management firms.

View Gallery

Cutting-edge Thought Leadership & Resources

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Customer Success Stories


Highland Capital – Saving time & resources through fund factsheet automation


Luke Hinchliffe on February 16, 2017

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

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Videos


Fund Factsheet Production – Why Automation?


Marketing Team on July 09, 2015

Mash Patel, CEO of Kurtosys, explains why we created a document automation platform for the distribution of fund factsheets.

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White Papers


5 Things we can Automate in your Fund Factsheets


Mash Patel on June 07, 2015

In this white paper, we highlight five areas of a fund factsheet that you might not have thought could be automated. At Kurtosys, we strive to create fund factsheets for you that make your company stand out from the crowd.

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Request a Demonstration

Want to know more? Get in touch and we’ll be happy to show you our Factsheet Production Service and it’s capabilities.