Cutting-edge resources for asset management marketers

Welcome to our Resource Center. Here you will find regular thought leadership articles, industry interviews, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.

White Papers & eBooks

Useful reports to assist fund marketing professionals in the financial services industry.

author

White Papers


The Monster Guide to Fund Marketing


Luke Hinchliffe on December 15, 2017

The world of digital marketing moves at a scary pace. The rate at which digital technology is moving is superseding most CMOs' best laid strategies. Get our comprehensive guide to all things fund marketing.

Read now
author

White Papers


A Guide to the Young Investor


Elliot Burr on November 29, 2017

Kurtosys presents a short guide explaining what asset management firms can do to make investing an understandable concept for young people and how to connect with a whole new generation of investors.

Read now
author

White Papers


The Asset Management Digital Marketing Survey 2017


Luke Hinchliffe on October 10, 2017

Kurtosys surveyed its global community of investment marketing professionals to uncover digital marketing objectives, investment plans, technology preferences, distribution channels and more. Download the report.

Read now
View All

Webinars

Regular 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.

author

Webinars


Webinar: Moving the Conversation Forward


Courtney McQuade on October 13, 2017

Watch the replay of this guest webinar with Richard Lander from Citywire. Backed by data from Citywire's 2017 survey of 174 advisers and wealth managers, Richard explores some of the challenges and questions facing content marketers in financial services.

Read now
author

Webinars


Webinar: Cybersecurity and the New Definition of ‘Adequate’


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.

Read now
author

Webinars


Webinar: WordPress for Finance – Enabling Digital Transformation


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.

Read now
View All

Platform Screencasts

Watch these short video screencasts to see some of our platform functionality and benefits.

author

Kurtosys Platform


Introducing Snapshots, a new compliance feature in Kurtosys


Alexandra Filippova on November 09, 2017

Kurtosys users are now able to comply with aspects of record-keeping regulations (such as MiFID II), by saving ‘snapshots’ of their web pages.

Read now
author

FundPress


See all of your fund data in one aggregated view


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.

Read now
author

Document Distribution


Managing your fund document display and distribution in FundPress


Lily Nathanson on March 07, 2017

Learn how to manage all of your fund-related documents in FundPress using metadata, to ensure correct distribution to your investor types.

Read now

Explainer Videos

Representatives from Kurtosys explain how our digital services can help solve operational and marketing issues for asset managers.

author

Videos


What is InvestorPress?


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.

Read now
author

Videos


What is FundPress?


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.

Read now
author

Videos


What is WordPress for Finance?


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 now
View all

Infographics

A selection of infographics we’ve created over the years around the asset management industry.

author

Infographics


Recent Events in Fund History


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.

Read now
author

Infographics


Asset Management in the Social Era


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?

Read now
author

Infographics


12 Facts About B2B Digital Marketing


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 now
View all

Galleries

A 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.

author

Galleries


The 50 Best-Designed Asset Management Websites


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.

Read now
author

Galleries


Investor Portal Features Gallery


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

Read now
author

Galleries


Fund Data Visualization Tools


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 now
View All

Fund Marketing Blog

Read our FinTech blog for innovative fund marketing and investor servicing professionals.

author

Regulation


MiFID II: The Saga Continues [Video]


Alexandra Filippova on January 17, 2018

Two weeks after the implementation of the directive, Allie Filippova from Kurtosys assesses MiFID II's past, present and future implications.

Read now
author

News


Kurtosys sponsors the Cross-Border Distribution Conference, Luxembourg


Luke Hinchliffe on January 16, 2018

Kurtosys are proud to be gold sponsors of the Cross-Border Distribution Conference on the 30th of January 2018 in Luxembourg, an event hosted by Deloitte.

Read now
author

Interviews


‘Trading Places’ and the trading floor: Bev Shah’s journey to FinServ CEO


Courtney McQuade on January 15, 2018

An Interview with Bev Shah, Founder & CEO of City Hive, on her past roles as trader and analyst and the founding of her own company in the current financial services industry.

Read now