Digital Solutions For Asset Servicers

Asset administrators require a special blend of digital technology to improve customer engagement. Kurtosys have the components to automate manual processes and improve marketing efficiencies.

InvestorPress Transform

Secure Portals

Increase client engagement with an enterprise secure portal solution, packed with features for document distribution, digital client reporting and secure messaging and built to scale across your global investment operations.

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Data Orchestration

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.

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FundPress dashboard

FundPress fund tools

Interactive Tools

Bring your product data to life with cutting-edge Fund Tools and launch amazing product experiences and data visualizations, completely configurable to ensure correct and compliant display of key data points and disclosures.

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Document Automation

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.

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Outsourced Fund Factsheet Service

FundPress fund data tools

Real-Time Reporting

The powerful reporting engine within InvestorPress Transform gives your users detailed overviews of investor holdings, performance, transactions and other preset or custom aggregated views, with many powerful filters, favorites and export functions. InvestorPress Transform also comes with a dashboard built to your specification and requirements.

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Flexible CMS

The modern CMS is the digital marketer’s primary tool. The right one can enable enormous efficiencies in your organization, while the wrong one can stymy your firm’s ambitions. At Kurtosys we created WordPress for Finance to give marketers maximum control but with the balance of tools to deal with financial data, compliance and regulation.

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WordPress for Finance

Read our Customer Success Stories

Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.

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Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.

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Request a Demonstration

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.