Welcome to the Kurtosys Resource Center. Here you will find regular thought leadership articles, webinars, videos and white papers to assist professionals in the Fund Marketing and Investor Servicing industry.
Useful reports to assist fund marketing professionals in the financial services industry.
White Papers
Elliot Burr on August 14, 2017
With the increasing need for an asset manager to maintain a positive relationship with their investors; we look at the costs, integrations, collaboration, adoption, regulation and security of financial document distribution.
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White Papers
Mash Patel on July 10, 2017
The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.
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White Papers
Courtney McQuade on June 01, 2017
We asked eight leading financial professionals: “Where do you see the asset management industry in 5 years?”. Read their responses across a broad range of topics including fees, millennials, robo-advisors, ETFs, index funds and regulation.
Read nowRegular webinar presentations, hosted by Kurtosys, featuring industry guest speakers offering insights to a range of digital topics for digital marketers who work in asset management.
Webinars
Courtney McQuade on June 08, 2017
The threat landscape for financial institutions has changed considerably since the DDoS attacks of 2012. Watch this webinar with Rich Bolstridge, Chief Strategist, Financial Services, at Akamai Technologies for an overview of how the definition of “adequate cybersecurity” has shifted.
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Webinars
Richard Watts on May 17, 2017
Watch this recorded webinar where we take a deep dive into how Kurtosys has created an optimised framework of industry-specific modules and secure controls for financial services marketers, using the world's most popular CMS, WordPress.
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Webinars
Courtney McQuade on March 29, 2017
Our latest guest webinar comes from Harvest, presented by Bob Dryzgula, CMO. This discussion is about what is happening in the marketplace that financial firms need to know, understand and react to in order to help clients.
Read nowExplainers and walk-throughs of the advanced functionality of Kurtosys' FundPress platform.
FundPress
Lily Nathanson on March 21, 2017
FundPress’ ‘Fund Data Management’ tab makes viewing all of your fund and share class information in one place possible with high functionality.
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FundPress
Lily Nathanson on March 09, 2017
Learn how to manage all of your fund-related documents in FundPress using metadata, to ensure correct distribution to your investor types.
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FundPress
Lily Nathanson on March 01, 2017
FundPress allows you to control which types of fund data and share classes particular investors see or have access to on your website.
Read nowRepresentatives from Kurtosys explain how our digital services can help solve operational and marketing issues for asset managers.
Videos
Marketing Team on September 07, 2017
InvestorPress is an industry-leading secure portal platform, designed for asset managers and packed with features for distributing financial documents, digital client reporting and wealth management. Learn more by watching this video.
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Videos
Marketing Team on September 07, 2017
The FundPress platform allows digital marketers to create engaging and compliant product experiences, launch highly secure websites, and manage their document and data processes - all from one application. Learn more by watching this video.
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Videos
Marketing Team on September 07, 2017
An enterprise CMS Platform, built on the foundations of WordPress with an optimised framework of industry-specific modules and secure controls for financial services marketers. Learn more by watching this video
Read nowA selection of infographics we’ve created over the years around the asset management industry.
Infographics
Marketing Team on September 19, 2016
The history of funds is full of industry defining moments. We've made an infographic of some of the most historic events moving from C20th - C21st.
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Infographics
Marketing Team on September 19, 2016
Asset management in the social era means that 89% of asset management brands are active on social media, is this enough to keep up with millennials?
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Infographics
Marketing Team on September 19, 2016
B2B digital marketers are taking advantage of low-cost social media and blogs. We take a look at the real benefits of inbound digital marketing in 12 stats.
Read nowA selection of galleries containing examples of the Kurtosys product offering and also collections of best-in-class industry examples of digital marketing from asset managers.
Galleries
Marketing Team on April 18, 2017
We’re always on the lookout for great web design in our field of expertise, so we’ve scoured the internet to create this list of what we consider to be the top 50 best-designed asset management websites.
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Galleries
Marketing Team on September 29, 2016
We’ve put together some of the features from our Investor Portal into a gallery to give you an idea of how we have been improving the user experience for investors and advisors
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Galleries
Marketing Team on July 05, 2016
We've put together a sample of our latest fund tool components for you to explore, all of which can be custom branded and embedded easily into your website.
Read nowRead our FinTech blog for innovative fund marketing and investor servicing professionals.
Digital Marketing
Elliot Burr on September 22, 2017
This week’s round up brings you industry movers, a cryptocurrency-based fund manager, an investment outlook guide, and Kevin Durant’s investment picks.
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FinTech
Elliot Burr on September 21, 2017
Silicon Valley, housing some of the globe’s largest fintech unicorns, is facing competition from similar hotspots in Washington, Oregon and SoCal.
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News
Elliot Burr on September 20, 2017
On Wednesday 27 September, Kurtosys representative Rich Watts (Global Head of Digital) will be part of the Citywire Engage 2017 Content Breakfast.
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