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Digital Solutions For Insurance Providers

The insurance industry is experiencing a tectonic shift in digital transformation and disruption. Kurtosys can assist by automating manual processes and greatly increasing marketing efficiencies.

InvestorPress Relay

Document Portal

One of the most common challenges asset managers experience is being able to collectively store and distribute all of their financial documents, in a cohesive and centralised fashion. This often includes fund literature and other product related or regulatory documents that need publishing regularly on websites and also require targeted distributing to investors. The InvestorPress platform enables the simple creation of branded document portals in minutes, and uses simple entitlements and metadata to distribute the correct documents to the correct people.

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Document Automation

Creating documents such as factsheets manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates over 10,000 automated documents every month for a range of financial institutions globally. A workflow allows for marketing, compliance and operations departments to approve document production with pixel-perfect PDFs set to your brand guidelines.

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Outsourced Fund Factsheet Service


Cutting-Edge Websites

A great website is the cornerstone of any financial services organisation. Simple, brochure style websites are no longer enough – your investors expect to engage with your services and brand digitally, and on any device. At Kurtosys we build specialist financial websites that not only look great and are secure, but are underpinned by a platform that can surface data, documents and content.

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Private Web Content

If you service institutional clients, you probably want to place a lot of that content behind a login. After all, you are creating content for a very niche audience, so why not properly qualify your readers? It will also give you better insights to who is reading your content. But this doesn’t mean it has to be complicated for you or your users. The Kurtosys platform has a range of components to make the balance of public and private content easy.

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WordPress for Finance

Flexible CMS

The modern CMS is the digital marketer’s primary tool. The right one can enable enormous efficiencies in your organization, while the wrong one can stymy your firm’s ambitions. At Kurtosys we created WordPress for Finance to give marketers maximum control but with the balance of tools to deal with financial data, compliance and regulation.

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Interactive Tools

Bring your product data to life with cutting-edge Fund Tools and launch amazing product experiences and data visualizations, completely configurable to ensure correct and compliant display of key data points and disclosures.

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FundPress fund tools

Read our Customer Success Stories

Find out how we created Generali Investments an end-to-end digital solution of product & services as part of their digital transformation.

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Read how Kurtosys assisted RWC Partners in their digital transformation with a responsive multi-site WordPress solution to cover 17 countries.

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Request a Demonstration

Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.