Commentaries

Struggling with long-form collateral automation?

Automate your fund commentaries and cement a consistent line of communication between your fund managers and clients

5x

Faster Time to Delivery

3x

Error Reduction

100%

On-Brand

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Sales ENablement

Deliver quicker

Kurtosys Documents allows marketing teams to automate the creation of periodic long-form marketing content, lowering time to delivery and creating capacity in the marketing team to create more engaging sales content for distribution teams and partners. 

Built for Asset Managers

In tune with how you work

Our platform allows reporting teams to create a library of re-usable data components and to include them easily in Microsoft Word templates, with data automatically pulled from your internal systems.

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C0mpliance

Lower compliance risk

Our production workflow module allows you to automatically update content each month, merging in new text and data and producing finished PDFs in seconds. This lowers  compliance risks created by previous manual processes and increases efficiency

Features

Explore our features

Component Library
Drag and Drop
Workflow
Distribution

Leverage our library of pre-configured Studio components to power your presentations. Style and connect them to your data, then re-use across multiple different outputs. 

Drag and drop components into position in Word templates. Resize and optimize for the particular piece of content you are producing. 

Upload finished templates to Kurtosys then use them as the basis for automation workflows to produce thousands of different pieces of content from one document. 

Automatically push finished content to the to your sales enablement hubs, client reporting portals, and fund buyer communities. 

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.

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