CLIENT REPORTING FOR INVESTMENT MANAGERS
Your reporting cycle, without the scramble.
We connect your fund data once and automate every report your clients need, from factsheets to quarterly reports to regulatory disclosures. Every output comes from the same governed source, so what a client reads in their report matches what’s on your website, your portal and your regulatory disclosure.
Why does client reporting still take weeks to produce?
Report production eats weeks every quarter: data pulled, reformatted, checked, corrected and distributed by hand. Errors introduced at any one of those manual steps are hard to catch before distribution and expensive to fix afterwards, and every new fund or market you add just adds to the burden instead of being absorbed by the workflow.
How we simplify client reporting
Reporting becomes a process your team controls, rather than one that controls them. Production, validation and approval run as a single workflow, so exceptions surface before distribution instead of after a client has already seen them, and correcting a figure once updates every downstream output at the same time.
Hours, not days
Month-end reporting without the bottleneck.
Data changes propagate
A corrected figure updates every output at once.
Sign-off in the workflow
Approval built into production, not added after.
Production analytics
Track on-time delivery, exceptions and accuracy against your SLAs.
New funds, no rebuild
Every new fund or market is handled through configuration.
Audit trail built in
Every version and sign-off on record.
Client reporting challenges, solved
Challenge
Report production consumes weeks every quarter: data pulled, reformatted, checked, corrected and distributed by hand.
Errors introduced during manual production are hard to catch before distribution and expensive to fix once a client has already seen them.
Every new fund launch or market you add adds to the manual burden, instead of being absorbed by the platform.
Solution
We automate production, validation and approval as a single workflow. Your team reviews and approves what the platform has already generated, rather than creating it from scratch.
Every output generates from one governed source and is checked within that workflow, so inconsistencies are caught internally before distribution, not discovered by clients afterwards.
New funds, markets and report types are handled through configuration, not additional manual steps or headcount.
Why choose us over a legacy reporting engine
Many of the longer-established client reporting tools were built as a reporting engine first, with everything else added later. That shows up in what’s missing: a modern investor portal, a public website or regulatory disclosure, often bolted on years after the core reporting engine was designed.
We started from the other direction. One governed source of fund data feeds your reports, your portal, your website and your regulatory disclosures together, so adding a new output doesn’t mean adding a new system.
What a legacy reporting engine gives you
Client reporting features layered onto an older core engine
A separate system for portals, websites and regulatory disclosure
Self-service investor portal treated as an add-on
Audit trail scoped to the reporting module alone
What Kurtosys gives you
Client reporting built cloud-native, from the outset
The same governed source powering reporting, disclosure, portals and websites
A self-service investor portal built into the platform
One audit trail across every output your data produces
We were delighted to find a provider who is an expert in our field, and all the solutions that come with it in terms of regulation and reporting.
Flora Scott, communications and marketing, Redwheel
