Provide secure online access to timely fund, portfolio and account focused information, through your own branded investor portal.View Portal Features
We protect all of your investor data at all layers of the Kurtosys platform. Our security processes and management align to our global ISO-27001 certification and our tech-stack is based on multi-factor authentication and encryption.
Enable individual users to drill down on underlying data using an intuitive and beautiful UI. Provide investors with easy access to an in-depth presentation of how their assets are being managed, alongside proof that investment strategies are being followed.
Cater to an increasing number of investors, financial advisors and their clients who are demanding digital access to account and fund information. Our secure solution allows you to scale your portal as you grow your business. Once the portal is set up, you can quickly and easily onboard new clients with low implementation costs.
Improve accuracy and reduce risk through centralized data aggregation, processing and validation. Securely upload client and fund performance data through Kurtosys’ Unified Data Model, including integration of data from proprietary and third party sources.
Increase service levels to your financial advisor or fund distributor clients by providing them with an end-to-end portal solution that can be fully branded and configured for each firm. Secure portals can be self-administered by independent financial advisors, allowing them to provide their investor clients with co-branded, professional-quality digital reports.
Our security processes and management align to our global ISO-27001 certification.
A proactive, dynamic monitoring strategy that reveals issues as they happen.
Improve UX by connecting multiple web applications together.
Kurtosys has partnered with Akamai, a world class provider of content delivery networks.
Simple and effective solutions to mitigate the growing threat of DoS and DDoS attacks.
Comply with SEC rules by preserving an audit trail of all website changes.
Stop front door attacks by using a layered defense to website logins.
Connect your fund data with Salesforce or Marketing Automation platforms.
In this white paper, we take a look at the most important issues that have influenced the development and demand of digital wealth management portals.Download
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