SOLUTIONS FOR INVESTMENT MANAGERS
Built for the complexity investment managers actually face.
We built Kurtosys for investment managers. Connect your information once and produce every output your investors and regulators need from that single source: factsheets, client reports, regulatory disclosures, portals and fund websites.
Pressure doesn't stay in one part of the business.
Investment managers face pressure from every direction: regulation that keeps evolving, systems that have grown separately, and operating models struggling to scale as the business grows. The result is friction wherever information has to move between them, whether that’s a report, a portal, a website or a piece of regulatory documentation.
That’s not just a data problem. It’s the complexity of running a growing investment business through systems and processes that were never built to work together.
The investor reporting lifecycle
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Awareness
Engagement
Contract
In-life
One connected platform.
Every output, covered.
We connect the information, workflows and outputs that investment managers rely on, helping you manage change, governance and growth from a more connected foundation.
One source, every output
Every output draws from a single connected source.
Hours, not days
Month-end reporting, without the usual manual bottleneck.
Regulatory documentation that explains itself
Every rule and output traced back to the regulation.
Sign-off in the workflow
Approval built in, not chased over email.
Portals and websites, always current
Connected to source, so investors always see current data.
AI that catches exceptions
Inconsistencies flagged before they reach anyone else.
Consistent data everywhere it's published
One governed record. Bloomberg, Morningstar and your website, always in sync.
Ready to scale
New funds and markets, configured, not rebuilt.
One set of rules, everywhere
Business rules and brand standards, applied consistently.
From disconnection to control
Challenge
The same fund shows different figures in different places
Manual processes create delays and risk
Regulatory documentation is hard to explain when it's questioned
Growth creates more work
Solution
One governed record feeds every destination, so Bloomberg, Morningstar and your website always match.
Automate repeatable workflows, production and distribution.
Every rule and output traced back to the regulation.
Configure and reuse the components, workflows and experiences you already have.
Kurtosys has played a vital role in helping us improve our document automation and increase the volume and quality of factsheets we provide globally. Central to this has been their strategic advice, innovative solutions, and the trusted working relationships that they have built with our teams.
Head of Platform Strategy, Integration and Transformation, Aberdeen Investments
