Fund Buyer Portals

Giving enough attention to fund buyers?

Create a digital shop window to give fund buyers what they need, when they need it

5x

Investor Engagement

3x

AUM Growth

20x

Market Coverage

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Beautiful and engaging

Get to the front of the queue

Give your prospects and clients a place to browse your most important insights and product data at their leisure. Create the right cadence and touch-points prior to organizing a meeting.  Allow your prospects the freedom to self serve through their buying process with your products.

The Fund Buyer in mind

Built For Asset Managers

Our platform is specifically built for asset managers, meaning it includes all the fund data, compliance, and security features you require. Zero custom development is required, so your experience can be delivered quickly, bringing value to your sales teams quicker and helping drive growth.

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Platform as a service

Security & Stability Included

The Kurtosys cloud provides a full end to end platform as a service to host and manage your site. Industry leading security features come as standard.

Features

A complete package

Fund Buyer Tools
Page Building
Compliance
Integrations
Usage Analytics

We include an array of different fund buyer tools that support advanced fund buyers. From simple components such as fund centers, product page visualizations through to interactive portfolio optimization and factor based analysis tools without custom development.

We provide a class leading drag and drop page builder as part of our solution, allowing your digital teams to self-serve when it comes to portal design and creation.

Kurtosys DXM includes a suite of compliance related features, from page snapshots to content expiry and beyond to auditing and workflow.

Kurtosys DXM comes pre-loaded with integrations to Salesforce Cloud to allow you to manage portal access authroity and track behavior directly in Salesforce.

Measure user behaviour and capture usage analytics to help improve how you create engagement with your investor cohorts

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.

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