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White Papers & eBooks

A selection of white papers and eBooks to assist professionals in the Fund Marketing and Investor Servicing industry.

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White Papers


10 SEO mistakes to avoid on your investment website


Elliot Burr on September 09, 2015

We take a look at ten fundamental SEO pitfalls that we often see in asset management websites in this free white paper. Most are simple to avoid and could make a big difference to both your traffic and conversion rate!

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White Papers


Asset Management Marketing Survey 2015


Luke Hinchliffe on August 12, 2015

Kurtosys surveyed its global community of fund management marketers to uncover how they rate the effectiveness of various digital marketing channels and to determine the biggest challenges and opportunities for their marketing efforts.

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White Papers


The Simple Guide to Social Media for Asset Managers


Luke Hinchliffe on July 01, 2015

For asset managers who are thinking about developing an effective social media presence, this white paper gives some pointers on what financial marketers can learn from some of asset management’s most social brands.

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White Papers


How to Build a Content-Rich Fund Website that Performs


Luke Hinchliffe on June 25, 2015

Fund marketers need the ability to easily publish complex data and content for investors and intermediaries, with a great design and UX built-in. We explore the five essential components to attract and engage users.

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White Papers


5 Things we can Automate in your Fund Factsheets


Mash Patel on June 07, 2015

We highlight five areas of a fund factsheet that you might not have thought could be automated. Download this simple one-page guide.

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White Papers


The Future of Client Reporting


Mash Patel on May 05, 2015

Many internal and external factors are radically changing global wealth management. Discover how upgrading client reporting technology can maximize the client experience and drive higher levels of engagement and asset growth.

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White Papers


Marketing Automation for Fund Managers


Luke Hinchliffe on May 04, 2015

How can marketing automation work alongside a fund manager's website? In this white paper, we look at some of the most common and beneficial features of using marketing automation platforms along with your website.

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White Papers


Secrets to Successful Asset Management Websites


Mash Patel on May 04, 2015

In this free white paper, Kurtosys outlines how, in nine simple steps, you and your asset management website can succeed by offering simplified choice, multi-channel responsiveness and personalized, integrated communication.

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White Papers


Best Practices in Fund Factsheet Production


Mash Patel on May 04, 2015

Download our free white paper, "Best practices in Fund Factsheet Production: Work Smarter not Harder" to learn about the best practices in fund factsheet production, from design aspects to automated workflows.

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