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Digital Solutions For Private Wealth Managers

It’s time for the private wealth management industry to reimagine itself through a digital lens. Kurtosys has all the components to enable wealth managers to achieve digital transformation.

InvestorPress Fuse

Secure Portals

Provide secure and entitled distribution for all your financial documents in your own branded document portal, with your choice of prebuilt dashboard and client reporting components. The InvestorPress platform is a great option for private wealth managers with many pre-built components and minimal implementation.

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Cutting-Edge Websites

A great website is the cornerstone of any financial services organisation. Simple, brochure style websites are no longer enough – your investors expect to engage with your services and brand digitally, and on any device. At Kurtosys we build specialist financial websites that not only look great and are secure, but are underpinned by a platform that can surface data, documents and content.

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Private Web Content

Private, secure content is critical to many wealth managers. At Kurtosys many of the sites we build are a mix of public and private content and our WordPress for Finance platform makes that process simple. We also build many digital tools for private wealth providers such as portfolio tools, protected behind a secure login with additional options such as multi-factor authentication.

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Immersive Portfolio Tools

Creating immersive investor tools is one way to improve the user experience for your audience. At Kurtosys we build bespoke portfolio construction tools to enable investors to create base portfolios, hypothetical scenarios, risk and return charts, performance and custom reporting tools for your advisors or institutional investors.

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Outsourced Fund Factsheet Service

Document Automation

Creating documents such as fund factsheets manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates over 10,000 automated documents every month for a range of financial institutions globally. A workflow allows for marketing, compliance and operations departments to approve document production with pixel-perfect PDFs set to your brand guidelines.

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Fund Data Management

Collate and manage all your financial data from one central web-based application then drive it automatically into your websites, apps, portals, documents and even to your partners via our APIs. FundPress exposes a powerful search and review interface to allow you to perform data validation and find errors in your data, then edit or patch issues before they go live. A powerful range of features include translation and localisation, audit and compliance tools, workflows and analytics.

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FundPress dashboard

FundPress fund data tools

Real-Time Reporting

The powerful reporting engine within InvestorPress gives your users detailed overviews of investor holdings, performance, transactions and other preset or custom aggregated views, with many powerful filters, favorites and export functions. InvestorPress also comes with a dashboard built to your specification and requirements.

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Read our Customer Success Stories

Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.

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Find out how we enabled Commonfund's content marketing strategy by utilising the Kurtosys WordPress for Finance solution.

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Request a Demonstration

Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.