Data-driven automated reports for investment managers
Reduce the compliance risk of inconsistent data, manual intervention and time spent producing reporting outputs. Automate all your investment reports in one system.
Kurtosys provides a comprehensive solution to automate a multitude of asset and wealth management reports. From institutional reports to factsheets, from quarterly reports to sales presentations, the Kurtosys solution covers all types of reporting formats.
“We were delighted to find a provider who is an expert in our field, and all the solutions that come with it in terms of regulation and reporting.”
Flora Scott
Communications & Marketing, Redwheel
Factsheets
Factsheets are data-rich and include a variety of disclaimers - a well-known challenge for the producers of these documents. The Kurtosys solution equips sales and marketing teams to create beautiful, automated, data-driven documents that obey complex compliance rules and can be created instantly with the latest data. Translations can be implemented seamlessly with our integrated workflow solution, thus eliminating many manual steps, and drastically reducing the chance of error.
Pitchbooks / sales decks
Sales support teams require sophisticated features for managing fund data and related content for regulated, cross- border fund distribution. Our platform has been developed with this in mind. Packed with features to ensure sales presentations are both visually pleasing and fully compliant to the respective markets and audiences.
Client reports
Customised client reporting used to take up a large amount of time and effort. Our automation engine reduces the time taken to produce content, ensuring investors receive their reports timeously – a key moment for client satisfaction. Customisation no longer means manual, error-prone content creation. Our automation engine allows client reporting teams to apply workflows and approvals to content, while our health check module ensures data is of the highest quality.
Powerful data integration
Data is the cornerstone of all reports, yet access to reliable data often poses the biggest hurdle when creating new content. The Kurtosys Data module allows you to integrate all your data sources into one concordant whole, whilst also enriching it with formatting, disclaimers, translations and more.
Customisable at its core, Kurtosys Data serves as a staging post for your reporting book of record across fund, client, and other data types. Integrating your data into Kurtosys is straightforward: upload flat files or plug straight into our REST APIs. Read more…
Simple, clear, beautiful design – with tools you love
Kurtosys Studio is a powerful library of pre-configured, brand-controlled components that transforms client reporting.
Create and deploy reusable reporting elements which are governed by consistent business rules, disclosures and styles across documents and digital channels.
Studio integrates seamlessly with Microsoft Office and Adobe InDesign, enabling teams to drag, drop and refresh performance graphs, fund data, commentaries and more within their existing workflows.
Templates can be automated, instantly updated with new data, and published to the Kurtosys App, delivering compliant, beautifully designed materials at the touch of a button and ready for distribution via email, client portals and other digital channels.
The production centre – fast, scalable, powerful
As an investment manager you are required to produce your materials in extremely short timeframes each day, week, month, or quarter. In addition, you need to evidence the creation of your materials and retain them for many years into the future. Our Production Centre allows you to leverage your templates to automatically refresh even thousands of documents in minutes, while overlaying your own internal approval steps and evidencing your sign-off or exception processes. Any document you produce in our system is retained for a minimum of ten years.
Distribute your reports seamlessly with the email distribution centre
Make sure your investment data is sent on time every time from one secure environment. Compliant and accurate, everything your client expects. With our Kurtosys email distribution centre, you can set up workflows to make sure your emails go through an approval process while also creating contact distribution lists that can easily be adapted and adjusted. This new feature enables both document production and distribution all from one single platform, reducing room for error and vastly simplifying your process. Eliminate manual processes and streamline your communication all through the Kurtosys app where automation is made easy for investment managers.
Configure once. Reuse everywhere.
Meet Studio. Build reporting components that can be reused across all your reports and digital experiences, from PDFs to PowerPoints and from Sites to Portals and beyond.
Wizard
Choose from a library of hundreds of pre-configured reporting components to build your library from.
Data
Integrate your own data seamlessly via Kurtosys Data or connect to your own REST APIs.
Configure
Customise your components to add your own business rules. Work visually or leverage our JSON based DSL.
Styling & theming
Leverage a consistent set of brand guidelines across your components. Change styles once and re-apply globally.
Live preview
Visualise component changes in real-time across multiple layouts and device types.
Publishing workflow
Publish changes, track audit history, and leverage multiple development versions to manage your publishing process.
Leverage one golden source of reporting data
Kurtosys Data allows you to collate all your reporting data in one place. From here you can enrich it with translations, formatting rules, disclaimers, and other business logic, before using it in your reports and experiences.
Data hub
Review all your data pre-publication and check for quality. Manage manual data sets.
Translations
Localise content automatically and manage your translation memory within our app.
Segmentation
Define the registered for sale key for your products. Leverage this to automatically drive document workflows or product listings on your site.
Add and edit
It is possible to make some edits from within the application, should a quick fix be required on your site or fact sheet.
Publishing workflow
Publish changes, track audit history, and leverage multiple development versions to manage your publishing process.
Data entities
Report upon data across your entire estate, from share classes to client portfolios.
Disclaimers
A library of your regulatory and product content, linked to your products and ranges, complete with audit and workflow.
Data dictionary
Customise our data model according to your specific needs. Add new data sets, customise labels and formatting rules.
A component for every need
Our Studio component library is vast and accommodates a wide range of data display needs for asset managers. From straightforward period performance charts to interactive ESG rating explorers, the Studio library takes care of them all. Building from one of our pre-defined templates or starting from scratch, Studio components offer industry specific features: automatic disclaimer display, time range selectors and more. If you need assistance our professional services are on hand to configure your entire library straight out of the gate.
Limitless Integration Possibilities
The entire Kurtosys platform is based on a set of easy-to-use REST APIs. Integrating data for use in our tools is as simple as incorporating into other cloud enabled reporting systems such as PowerBI and Tableau. In addition, our professional services team are always on hand to assist if you need a little extra help loading your data.
Distribution
Half the challenge of document automation lies after the content is produced. Kurtosys Documents integrates the process of distribution directly into your workflow, allowing you to disseminate finished reports to your website, portal, email, or other third-party locations as soon as they are ready.
Audit
Regulation and compliance pressures mandate that you evidence your reviews and retain content for years after it is used. Kurtosys integrates audit controls and retention directly into the production process, leaving you to focus on building enabling content for your sales teams and partners.
Measure and optimise
Kurtosys Data allows you to collate all your reporting data in one place. From here you can enrich it with translations, formatting rules, disclaimers, and other business logic, before using it in your reports and experiences.
On-time percentage
Track compliance with SLA targets, both for production and distribution to clients. Identify consistent laggards.
Completeness
Track in-flight workflow progress during your monthly runs.
Exceptions
Identify key reasons for issues within your production runs. Drill down into issues and address root cause.
Duration
Measure average time to deliver, tracking to SLAs, and delve into workflow specific duration.
Accuracy
Measure the overall accuracy of workflows, denoted by the number of exceptions experienced in each.
Distribute your reports with ease in the email distribution centre
Workflows
Set up workflows to make sure your emails go through an approval process
Distribution lists
Create contact distribution lists that can easily be adapted and adjusted
Data
Pull relevant data from your document hub
Create email templates
Build sleek, personalised email templates
Send multiple documents
Attach multiple documents to an email destined to a single recipient
Create multiple emails
Generate and send multiple emails using a single workflow
Enjoy flexibility
Flexibility during the approval workflow process to make final tweaks
Download our investment reporting brochure
Find out the fully detailed view of the Kurtosys investment reporting solution.
You might be interested in
