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.
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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.

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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

Data
Performance
Side-by-side
Plug and Play

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 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.