Investor reporting software built for investment managers.

Kurtosys is investment reporting software that brings an investment manager’s fund data into one governed record and produces every investor and regulatory output from it, including factsheets, client reports, regulatory disclosures, investor portals and fund websites. Validation and sign-off happen inside the Kurtosys production workflow, so outputs reach the team already checked, and a figure corrected once updates everywhere it appears. New funds, markets and regulatory requirements are added through configuration rather than a development project, so Kurtosys scales with the fund range without adding manual work each time it grows.

Kurtosys is built for investment managers and the firms that work alongside them, including wealth managers and alternative asset managers, rather than adapted from a general-purpose reporting or document tool. Share classes, fund-level disclosures, registered-for-sale rules, content expiry and production across large fund ranges come as standard in Kurtosys, where a general tool would usually need custom development for each. That focus is something Kurtosys has built on since it started working with investment managers in 2002.

Yes. Kurtosys is client reporting software for investment managers, producing factsheets, client reports and regulatory disclosures from a single governed data source rather than a set of disconnected tools. Reports generate automatically when source data arrives, with validation and sign-off in the same workflow, so the team reviews what Kurtosys has already produced instead of assembling it from scratch each cycle. Because every output draws on the same source, a figure shows the same value in the factsheet, the client report and anywhere else it appears.

Yes. Kurtosys investor portals run on the same governed data as Kurtosys reporting, so a client’s portal shows the same figures as their factsheet or client report without a separate production run to keep the two aligned. When a figure changes at source, Kurtosys updates the report and the portal at the same time. Kurtosys’s survey with Adox Research found that 85% of investment managers already offer or are planning a client portal, and over 80% of clients want to self-serve real-time data, customisable reports and historical documents. The investor portals page covers security, entitlements and engagement analytics in more detail.

Kurtosys works with investment managers ranging from global firms to growing boutiques, including Aberdeen Investments, Redwheel, Boston Partners and SALI Fund Services. These firms have different fund structures and reporting needs, from large multi-fund ranges to specialised mandates, but each uses Kurtosys to produce investor and regulatory outputs from one governed data source rather than separate processes for each fund or output type. Kurtosys has worked with investment managers since 2002 and was named Best Client Reporting Solution at the FTF News Technology Innovation Awards 2026.

By connecting to source data and producing every output from a single governed template, Kurtosys removes the manual reformatting, reconciling, and checking that dominate distribution team time during every reporting cycle. Production, validation, and approval run as a single workflow rather than as separate steps handed off between people, so a distribution team reviews and approves outputs that have already been generated instead of building them from a blank page. AI-assisted validation also flags inconsistencies before distribution rather than after, so exceptions surface internally instead of reaching a client first. 

Data quality is the most common challenge, with 78% of firms in Kurtosys’s survey with Adox Research reporting ongoing issues. It’s followed by IT dependency, with 55% of firms still needing IT help for custom calculations, slow compliance workflows and manual content updates. Kurtosys addresses each one: automated validation catches data issues before distribution, business users manage content and custom calculations without raising IT requests, and compliance sign-off is part of the production workflow rather than a separate manual step.

Yes. Kurtosys builds approval steps, content expiry and an automatic audit trail into the production workflow, so every output is validated before distribution. The compliance team page covers how Kurtosys supports compliance in detail, and the regulatory reporting page covers CCI, PRIIPs and UCITS disclosures.

An institutional client reporting tool should generate every report an operations or distribution team is responsible for, including factsheets, institutional reports and regulatory disclosures, from a single governed data source, with validation and sign-off built into the production workflow rather than checked afterwards under deadline pressure. Kurtosys was built specifically around this model, covering fund-level reporting requirements that a general-purpose reporting tool isn’t designed to handle at the same depth. 

Yes. Kurtosys Studio for PowerPoint builds institutional presentations from the same governed fund data as standard client reports and factsheets, so decks aren’t rebuilt slide by slide for each relationship, and a figure stays the same whether a client receives a PDF report or a presentation on the same portfolio.