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

Accelerate revenue

Build specialist wealth manager websites that are secure and compliant, reduce costs, looks good and ensures great user experiences.


Kurtosys Communities allows delivery of critical, tailored documents to the right partners and clients privately.

Reach compliance

Centralising data avoids the cost of multiple integrations and helps ensure consistency and regulatory compliance in a fully audited environment.

See what Kurtosys can do

Secure User Portals

Kurtosys Communities is a cloud-based platform that enables wealth managers to easily create secure, content-rich, branded portals in minutes.

Private Web Content

Enabling private, secure content is critical for many wealth managers. Many of the sites we build combine public and private content and our Kurtosys DXM platform makes that process simple.

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.

Document Automation

Wealth managers need to accelerate automation to build a highly efficient and agile organization. Kurtosys Documents enables you to automate document production on a large scale and in record time, empowering your teams with powerful and responsive collateral.

Fund Data Management

Kurtosys Data has a powerful review interface that enables you to validate, find errors and edit data before publication.

Real-Time Reporting

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.