Free up time and resources by automating production of your monthly and quarterly fund factsheets and produce perfect, print-ready PDFs with accurate data.
Make considerable savings in time and resources by automating factsheet production at scale.
Designed to adapt for all your share classes, branding requirements and even languages.
Our ISO 27001 certification means we protect your financial data at all layers of the Kurtosys platform.
Automate production of your documents and turn an operational problem into an opportunity to wow new investors with beautiful factsheets.
Improve accuracy and reduce risk through centralized data aggregation, processing and validation.
Reduce your production times dramatically with a fully integrated workflow engine with approval notifications.
Schedule production runs for 1000s of documents across all of your share classes, document types and languages.
Kurtosys offer language, dialect and translation technology covering over 100 languages including Arabic and Chinese.
We've integrated Adobe InDesign Server® into our platform to ensure we can output hi-res 4 colour PDFs for printing.
Our factsheet design service will reproduce documents to your exact design and branding with your corporate typefaces.
Seamlessly import data through feeds from our data partners such as Morningstar or Lipper, or your own sources.
Huge library of components with different ways to present funds allocations, performance, ratings, risk and more.Component Library
Automatically distribute factsheets to FundInfo.com and other information vendors through our secure APIs.
Customer Success Stories
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.Read now
Mash Patel on June 07, 2015
We highlight five areas of a fund factsheet that you might not have thought could be automated. Download this simple one-page guide.Read now
Marketing Team on May 14, 2015
An infographic explaining seven tips to creating the perfect fund fact sheet, including advice on logos, color, tables, chart labels and more.Read now
Want to know more? Get in touch and we’ll be happy to show you our Factsheet Production Service and it’s capabilities.