Marketing and servicing clients in public funds is challenging. Kurtosys has all the components to enable asset managers in digital transformation, automating manual processes and increasing marketing efficiencies.
A great website is the cornerstone of any financial services organisation. Simple, brochure style websites are no longer enough – your investors expect to engage with your services and brand digitally, and on any device. At Kurtosys we build specialist financial websites that not only look great and are secure, but are underpinned by a platform that can surface data, documents and content.
If you service institutional clients, you probably want to place a lot of that content behind a login. After all, you are creating content for a very niche audience, so why not properly qualify your readers? It will also give you better insights to who is reading your content. But this doesn’t mean it has to be complicated for you or your users. The Kurtosys platform has a range of components to make the balance of public and private content easy.
Collate and manage all your financial data from one central web-based application then drive it automatically into your websites, apps, portals, documents and even to your partners via our APIs. FundPress exposes a powerful search and review interface to allow you to perform data validation and find errors in your data, then edit or patch issues before they go live. A powerful range of features include translation and localisation, audit and compliance tools, workflows and analytics.
Creating documents such as fund factsheets manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates over 10,000 automated documents every month for a range of financial institutions globally. A workflow allows for marketing, compliance and operations departments to approve document production with pixel-perfect PDFs set to your brand guidelines.
We like to think of Fund Centers as the ‘swiss army knife’ of fund data retrieval and exploration. They provide investors with invaluable insights into your investment products; allowing them to interact and navigate as quickly as possible and on any device. After building bespoke fund centers for asset managers for over a decade, we have now created a “SaaS productized” version that can be styled and implemented into your site within hours, not weeks.
One of the most common challenges asset managers experience is being able to collectively store and distribute all of their financial documents, in a cohesive and centralised fashion. This often includes fund literature and other product related or regulatory documents that need publishing regularly on websites and also require targeted distributing to investors. The InvestorPress platform enables the simple creation of branded document portals in minutes, and uses simple entitlements and metadata to distribute the correct documents to the correct people.
Creating immersive investor tools is one way to improve the user experience for your audience. At Kurtosys we build bespoke portfolio construction tools to enable investors to create base portfolios, hypothetical scenarios, risk and return charts and performance and custom reporting tools for your advisors or institutional investors.
Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.View project
Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.View project
Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.