Investor Analytics
Understand your client's needs before they do
Drive intelligence through insightful analytics
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Features
Explore our features
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How it works
Your pathway to success
01
Connect
Connect your client and product data sets to Kurtosys via API or SFTP and enrich with compliance or localization rules.
02
Configure
Configure your site, portal, documents and more using our intuitive and user friendly toolset.
03
Create
Create new experiences and outcomes for your clients and sales teams across the full spectrum of your distribution team.
04
Evolve
Use in-built analytics to evolve and enrich your solution progressively with zero custom coding required.
