Fund Comparison Tools
Are advisers telling the right story about your funds?
Help your sales partners differentiate your funds by providing them with advanced comparison tools.
Differentiation
Tell the right story
Kurtosys fund comparison allow advisors and investors to to compare and contrast your own products or beyond, with open architecture data integration
Configurable
Tailored to your needs
Powered by Kurtosys Studio, fund comparison tools can take a variety of forms and can be configured to your needs. From simple performance charts to full page side-by-side views.
INtegrated
Part of the family
Elevate your fund buyer experience by integrating your fund comparison tools into your overall buyer journey.
Features
Explore our features
Take data from your own feeds or include whole of market from Morningstar
Compare and contrast funds using period or cumulative performance metrics
Show funds in line with one another to allow for easy comparison. Add more funds as required.
Integrate into your existing CMS or Kurtosys DXM
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 localisation 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.
