Q1 product insight webinar: Streamlining investment reporting workflows with Kurtosys
Patrick McKenna, Grant Swart, Hanri Calitz
Kurtosys is a digital platform designed for investment management firms, enabling our clients to build out a variety of solutions for their reporting and digital needs. In our recent Q1 product insight webinar, Grant, associate head of product, and Hanri, senior product manager, shared valuable insights into the latest product developments at Kurtosys. This article highlights the key takeaways from the webinar, with specific focus on how to streamline investment reporting workflows for investment management firms.
Core solutions at Kurtosys
With the Kurtosys Platform, investment managers can build out their investment reports, investment websites, and investment portals. How our clients build these solutions off our platform is the golden key. This process starts with data, which is ingested and managed in the platform. Clients can then configure an extensive list of customizable components in the Kurtosys Studio. Using the data, coupled with these components, clients are able to bring all these elements together to create powerful digital and reporting solutions. No additional coding is required.
An intro into investment websites
One of the key features of the Kurtosys solution is the ability to create investment websites with multiple product pages used for different investor types. These may include fund pages, fund centers, or a secure investor portal where investors can access entitled documents. The platform’s page builder makes it easy to create a unique digital solution, saving time and effort for investment management firms.
Moving onto investor reporting
Kurtosys also offers advanced reporting capabilities, allowing investment management firms to build any document such as fact sheets, pitchbooks, valuation reports, and client reports for their investors at scale. The platform’s Studio for InDesign plugin for Adobe allows users to create beautiful fact sheets or any other high-fidelity documents. Studio for InDesign is a Kurtosys Plugin for Adobe InDesign which enables our clients to create factsheets or any other documents at scale and Studio for Office is a Kurtosys Plugin for Microsoft office which allows our clients to generate sales presentations in PowerPoint, build investment reports in Word or manage all their institutional reporting needs in Excel.
The ability to create customized templated reports for fund data, including holdings, transactions, and performance data, coupled with workflow, data health-check and more automation options makes it easy to manage, present and deliver data in a user-friendly and efficient way.
Security measures taken seriously
Kurtosys takes data security seriously, implementing robust security measures to keep sensitive data safe. Our platform uses bank-grade encryption to secure all data transmission and storage. The two-factor authentication feature ensures that only authorized personnel can access your Kurtosys account. The platform is also fully compliant with GDPR regulations and other global data protection laws.
Simplifying the reporting process
Hanri and our other product managers regularly analyze and review how investment managers service their own clients and the types of materials they produce. Everything Kurtosys builds in the investor reporting product is designed to make the process easier for our clients. By automating manual reports, Kurtosys helps investment management firms streamline their reporting workflows. This not only reduces the time and effort required but also ensures the accuracy of the data surfaced in their reports.
Let’s chat about data governance
Data governance refers to the overall management of the availability, usability, integrity, and security of all data used in an organization. It involves establishing policies and procedures to ensure data accuracy, completeness, and consistency across the organization. By implementing data governance practices, organizations can ensure that the data used in reports is accurate and consistent, reducing the risk of errors and increasing trust in the data.
Implementing data governance can be a complex process, yet absolutely essential for organizations that rely on this data for decision-making. Some key steps in implementing data governance include defining data policies, identifying data stewards, implementing data quality controls, and providing ongoing training and support to employees. By combining tools like Kurtosys with strong data governance practices, investment management firms can streamline their reporting workflows while ensuring the accuracy and consistency of their data.
Watch the full recording of the webinar here:
Takeaways:
- Kurtosys is a digital platform designed for investment management firms, enabling our clients to build out a variety of solutions for their reporting and digital needs.
- Clients can use the platform’s digital experience manager and their customized components configured within the Kurtosys Studio to create a unique digital solution with zero coding, saving time and effort for investment management firms.
- Kurtosys offers advanced reporting capabilities, allowing investment management firms to build any document such as fact sheets, pitchbooks, valuation reports, and client reports for their investors within the app. Our platform’s Studio for InDesign plugin for Adobe and Studio for Office plugin for Microsoft Office can be used to create customized reports for fund data.
- Kurtosys takes data security seriously, implementing robust security measures to keep sensitive data safe. Our platform uses bank-grade encryption, two-factor authentication, and is fully compliant with GDPR regulations and other global data protection laws.
Kurtosys enables investment management firms to streamline their digital and investment reporting solutions. From investment websites to advanced reporting capabilities and data governance practices, Kurtosys aims to simplify the build and maintenance of your reporting and digital solutions while ensuring the accuracy and security of the data used. Contact us today or request a demo from our team to learn more.