Drive new asset flows
Kurtosys enables sales teams to drive higher fund flows through transformative enablement 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.
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.
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.
Fully automate your key marketing documents
Fund Comparison Tools
Differentiate your funds with advanced comparison tools
Facilitate deeper investor conversations with our portfolio construction tool
Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.
Insights from our blog
At Kurtosys, our clients are industry leaders with a global client base, which
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