For Wealth Managers
As a wealth manager, you want to embrace digital transformation to deliver fast, powerful investor experiences. Kurtosys has everything you need to do this with an end-to-end digital platform that automates your websites, portals, apps, content and data in record time.
Leading financial institutions trust our agile platforms to help them deliver world-class services.
Benefits of Kurtosys for Wealth Managers
Build specialist wealth manager websites that are secure and compliant, reduce costs, looks good and ensures great user experiences.
See what Kurtosys can do
Secure User Portals
Private Web Content
Immersive Portfolio Tools
Immersive investor tools improve your clients’ user experience. Kurtosys builds bespoke tools that enable you to create base portfolios, hypothetical scenarios, risk and return charts, and performance and custom reporting tools for your advisors.
Fund Data Management
The Kurtosys Communities platform has a powerful reporting engine that gives your users detailed overviews of investor holdings, performance, transactions, and other preset or custom views. It has many powerful filters, favorites and export functions. Kurtosys Communities also comes with a dashboard built to your needs.
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.