Your fund factsheets,

Fund factsheet software connects to an investment manager’s fund data and produces branded, compliant factsheets automatically, rather than each one being built by hand for every fund and share class. Kurtosys works this way, producing factsheets from the same governed data source that also powers reporting, disclosures and websites. 

Kurtosys connects to a manager’s fund data, applies a branded template built once, and generates factsheets automatically, with compliance checks and approvals built into the workflow and distribution to web, portal and email in one step. 

Automating fund factsheets starts with connecting fund data to a single template. Design and compliance rules get set once, not per fund. From there, production, checks and distribution run as one workflow: data flows in, the template applies automatically, an approval step reviews the output, and the finished factsheet publishes to web, portal or email without manual handling at any stage. 

Kurtosys applies language logic once at the template level, so a single production run generates localised factsheets across every market a fund is distributed in, rather than a separate build for each language. This runs on the same governed data and Adobe InDesign-based templates used for every other output, so a multi-language factsheet stays on-brand and compliant in exactly the same way an English-language one does. 

Automation removes the manual reformatting, checking and correcting that dominate month-end, typically cutting production time by up to 70%. 

Yes. A single template can drive factsheets across an entire fund range and all its share classes, with the latest data applied automatically. 

Yes. Standalone factsheet tools usually work from their own imported data and their own templates. Kurtosys factsheets are produced from the same governed fund data source that also generates reports, regulatory disclosures and websites, so the same figures appear everywhere they’re published. 

Kurtosys connects to an investment manager’s own fund data, whether held in Snowflake, another warehouse, or delivered by API or flat file, and produces every factsheet from a single governed template, with branding, compliance checks and sign-off built into the same workflow. Dozens of global investment managers, including Aberdeen Investments, Redwheel and Boston Partners, already produce their factsheets this way, and between them, Kurtosys generates millions of investor-ready factsheets across multiple share classes and languages every year. 

Kurtosys is headquartered in London and built for investment managers distributing across the UK and Europe, including the regulatory side of that. It’s live now with the UK’s Consumer Composite Investments (CCI) regime, which is replacing the PRIIPs KID and UCITS KIID ahead of the mandatory deadline of 8 June 2027, so factsheets and regulatory disclosures generate from the same governed fund data in a single production run. 

Kurtosys produces millions of investor-ready fund factsheets every year across dozens of global investment managers, covering multiple share classes and languages from a single governed template per fund. Because the same template drives production at scale, adding funds or new markets increases volume without a matching increase in manual work. 

Kurtosys connects to an investment manager’s fund data by REST API or flat file, and that same connection supports delivering finished factsheets onward via API, whether to a website, a portal or a distribution partner. Full technical detail is available in Kurtosys’s published API documentation, so integration doesn’t depend on a manual handoff between systems. 

Kurtosys drives factsheet production from a single governed template per fund range, rather than a separate template maintained for each fund or share class, so a design or content change made once applies consistently across the whole range. When a figure or a template detail changes, it updates everywhere that template is used instead of needing to be tracked and corrected fund by fund. 

The tools worth comparing are the ones that connect directly to an investment manager’s own fund data and produce every factsheet from one governed template, rather than tools that only handle layout after the figures have already been prepared elsewhere. Kurtosys does this end to end: data connection, calculation, branded design through Adobe InDesign, compliance sign-off and multi-channel distribution to web, portal or email, all from a single production run. 

Kurtosys configures factsheet and report templates to a fund’s own structure, whether that’s a UCITS fund subject to the UK’s CCI and KIID-replacement regime or a more complex alternative fund structure with LP-specific reporting needs. Templates connect to fund data by API or flat file regardless of structure, so onboarding a new fund type doesn’t require custom development, and the same governed source drives both the investor-facing factsheet and any regulatory disclosure the fund needs.