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.

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White Papers


Seven Key Ingredients of Asset Management Marketing


Elliot Burr on August 16, 2018

We've put together a run-through guide of the key ingredients which we believe can help asset managers to amplify their digital offerings, from content creation to website features, including some of the best industry-wide examples we could find on the web.

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White Papers


The Asset Manager’s Guide To: Improving UX Through Personalisation


Richard Watts on July 25, 2018

We believe asset managers need to put personalisation at the heart of their design process in order to improve the user experience. Rich Watts, Head of Digital, explores how investment marketers can create a winning personalisation strategy.

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White Papers


Winning Digital Strategies for Asset Managers


Patrick McKenna on May 23, 2018

Marketing and servicing clients in financial services is challenging for a number of reasons. From increasing transparency to using automation, Kurtosys has a few pointers on how to build a winning strategy - and team - for your digital experience platform.

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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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Platform Screencasts

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

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Kurtosys Platform


Latest Kurtosys release introduces 2FA, user emulation, custom identifiers


Leandi Kolver on July 10, 2018

This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of user impersonations. Also included in this release is the introduction of custom fund and share class identifiers.

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Kurtosys Platform


Introducing Kurtosys DocPress & Enhanced Admin Features


Patrick McKenna on March 14, 2018

We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.

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Document Distribution


Using Kurtosys to store, manage & distribute all your financial documents


Alexandra Filippova on January 22, 2018

A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.

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Explainer 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


Kurtosys Widget Gallery


Marketing Team on February 05, 2018

We've put together a gallery of real-world examples of widgets that are all standardized and available from the Kurtosys platform.

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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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Fund Marketing Blog

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

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Digital Marketing


AMMF #48: Crypto hedge fund, wacky ETFs return, relocation news


Elliot Burr on August 17, 2018

This week’s round up brings you the rise of crypto hedge funds, MiFID II woes, a celebrity rogue trader’s latest outing, and the newfound validity of wacky ETFs.

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Wealth Management


Six ways asset managers can innovate using Open Banking


Richard Watts on August 15, 2018

As asset managers and advisers look to digital-first solutions, here are a few examples of how Open Banking can enhance the digital experience for clients.

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Data Visualization


8 eye-catching asset management infographics


Ray Aso on August 13, 2018

Infographics are a great way to market your insights and findings via social media channels or a website. Here are some examples from asset managers.

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