Kurtosys Data

Kurtosys Data

A secure and customizable data API platform, built for the security and compliance needs of financial institutions
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Customizable

Built for you data

Kurtosys data provides a suite of management tools and APIs that can be customized to fit your data. Data can be enriched, formatted, and delivered rapidly wherever it needs to go across your digital estate.

Compliance

Compliant

To meet the needs of financial institutions are APIs are designed from the ground up with compliance in mind. Automated quality checks, 10 year data retention, and approval workflows all ensure that compliance breaches are minimized and eleminated.

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Performance

Lighting Fast

Kurtosys Data APIs are based on an in-memory architecture and horizontally scalable microservices. In addition, they leverage next generation edge caching to ensure that data is served as quickly as possible to your experiences. 

Features

Data Dictionary

Customize data entities and add new data types through our intuitive data dictionary

REST APIs

Each of our modules is backed by performance REST APIs making them easy to connect to your apps and services

Data Management

All our modules include intuitive management UIs that allow you to see and manage your data

Financial Data

Kurtosys Data is pre-configured for the most common types of financial data – accounts, funds, holdings, and more…

Text Content

Dedicated modules for managing long-form text content such as regulatory disclosures

Translation

Automatically translate your content as it is emitted from our APIs and avoid clunky downstream translation

Healthcheck

Apply automatic data quality rules and detect issues before they create compliance breaches

Documents

Upload and manage documents alongside your data, including custom tagging

Segmentation

Create data driven groupings of content to to manage similar datasets

Auditing

Every change made to data is retained for 10 years for compliance purposes

Entitlement

Entitlement allows data sets to be restricted to certain users, useful for financial portals

Formatting

Data formatting rules can be automatically applied and change based on region for localization purposes

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