Sales Teams

Drive new asset flows

Kurtosys enables sales teams to drive higher fund flows through transformative enablement technology

5x

Investor Engagement

3x

AUM Growth

5x

Sales Satisfaction

Sales Teams 1
Transformative Technology

Powering modern fund distribution

The Kurtosys cloud provides a range of solutions for distribution leaders to empower their sales teams and partners. From fund buyer portals to presentation automation, Kurtosys sits at the heart of your buyer engagement cycle and drives efficiency in your team.  

Engagement

Shorten your sales cycle

Allow fund buyers to self-serve through digital education. Enable your sellers via expansive sales portals. Empower advisers through engaging fund’s websites. Shorten the sales cycle through enablement.

Sales Teams 2
Sales Teams 3
SAles Efficiency

Drive sales efficiency

Put materials in sales team’s hands sooner. Create efficiency through automation. Give time back to your sellers to target more buyers. Do more with less and cover more territory. 

Solutions for Sales

Fund Buyer Portals

Give fund buyers what they need, when they need it.

Presentations
Sales presentation automation has finally arrived.
Enablement Hubs
Centralize your most important sales content and tools
Factsheets

Fully automate your key marketing documents

Commentaries
Automate your fund commentaries
Fund Comparison Tools

Differentiate your funds with advanced comparison tools

Portfolio Construction

Facilitate deeper investor conversations with our portfolio construction tool

Sales Teams 4
Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.

Insights from our blog

Kurtosys Client Reporting 3.0

Client Reporting 3.0

The term “Client Reporting” is a fundamental part of the asset management