Client Service

Exceed investor expectations

Differentiate yourself from the competition with our range of digital client service solutions

5x

Client Satisfaction

10x

Enagagement

7x

Retention

Delight Your Investors

Stand apart from the crowd

Leading asset management brands are rooted in exceptional client service. Stand apart from the competition by providing your investors with most up to date digital tools and reporting, courtesy of Kurtosys.

Power Up

Upgrade your reporting

Easily integrate data sets – valuation, proxy voting, ESG data – and create engaging report content for your clients. Deliver digitally through cutting edge portals or via automated print reports.

Driving Efficiency

Empower your service teams

From client portals to customized print reporting, Kurtosys provides intuitive drag and drop content creation tools that enable client services teams to self serve and drive efficiencies across the organization.