Cutting-edge digital resources for financial marketeers

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.

White Papers & eBooks

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

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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.

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White Papers


Modern Trends in Financial Document Distribution


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


MiFID II for Asset Managers: Threat or Opportunity?


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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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.

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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.

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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.

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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.

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FundPress Screencasts

Explainers and walk-throughs of the advanced functionality of Kurtosys' FundPress platform.

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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.

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FundPress


Managing your fund document display and distribution in 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


How to manage fund entitlements using segmentation lists


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.

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Insight Videos

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

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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.

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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.

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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

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Infographics

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

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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.

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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?

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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.

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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.

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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.

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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

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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.

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Fund Marketing Blog

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

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Digital Marketing


Asset Management Marketing Focus #15


Elliot Burr on November 17, 2017

This week’s round up brings you back-to-back SRI fund launches, new starters, predictions for 2018 and a GoT-themed GDPR warning.

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Technology


Can continuous authentication counter rising cybercrime?


Tim Cooper on November 15, 2017

Most online financial services accounts ask users for multiple authentication factors when logging in - processes that are being bypassed by criminals.

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Digital Marketing


Asset Management Marketing Focus: October ’17 [Video]


Elliot Burr on November 10, 2017

October’s round up presents a GDPR update, the latest fund launches, and our recent webinar and digital marketing survey.

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