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.
Solutions for client service
Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.
Insights from our blog
The New Normal in Investment Reporting
There must be something in the water. We’ve seen more managers looking
Snowflake and Investment Management: The Changing Face of Data Governance
Over the last couple of years, we have seen a significant rise