Improving the user experience for your investors and advisors

Provide secure online access to timely fund, portfolio and account focused information, through your own branded investor portal.

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Secure Online Access

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.

  • Provide entitled online access for different users through our powerful web-based application
  • Manage role-based permissions through the administrative console
  • Ensure data privacy between distinct clients
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Secure portal security
Secure portal dashboard

Intuitive Interface

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.

  • Show clients how funds are performing on a daily basis
  • Provide transparency and improve credibility
  • Increase client engagement with your brand
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Scalable

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.

  • Increase capacity without a breakdown in processes or communication
  • Simplify processes through a standardized workflow
  • Reduce overhead costs
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Scalable
UDM

Accurate Data

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.

  • Ensure that data is up-to-date and consistent across all channels
  • Maintain total safety of your clients’ data
  • Reduce data implementation time and cost with each new client
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White Labeling

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.

  • Appeal to advisors with the offer of their own turnkey branded portal
  • Extend your reach and build loyalty through co-branded reports
  • Quickly onboard new clients
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Brandable Secure Portals
PLATFORM FEATURES
Bank-Grade Security

Bank-Grade
Security

Our security processes and management align to our global ISO-27001 certification.

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Monitoring

Strategic Enterprise Monitoring

A proactive, dynamic monitoring strategy that reveals issues as they happen.

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Secure Sign-on (SSO)

Single Sign-on
(SSO)

Improve UX by connecting multiple web applications together.

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Content Delivery Network (CDN)

Content Delivery Network (CDN)

Kurtosys has partnered with Akamai, a world class provider of content delivery networks.

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DDoS Mitigation

DDoS
Mitigation

Simple and effective solutions to mitigate the growing threat of DoS and DDoS attacks.

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Website Change Audit Recording

Website Change Audit Recording

Comply with SEC rules by preserving an audit trail of all website changes.

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Multi-factor Authentication (MFA)

Multi-factor Authentication

Stop front door attacks by using a layered defense to website logins.

CRM/MA integration

CRM/Marketing
Integration

Connect your fund data with Salesforce or Marketing Automation platforms.

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white paper

White Paper: The Digital Shift Driving Wealth Management

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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