Client Service

Exceed investor expectations

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


Client Satisfaction





Client Service 4
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. 

Client Service 5
Client Service 6
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

Client Reporting Portals

Digital client reporting for investors

Client Reports

Automation for client reporting teams

ESG Reporting

Sustainability reporting

Investor Analytics

Understand investor intent

Preference Centers

Enable self-service for your clients

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Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.

Insights from our blog

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My first Kurtosys Client Day

Inspiring, motivating, purposeful. Well-known names from Freshdesk tickets, countless project emails and