The investor-ready presentation builder for asset managers
Create compliant, data-rich pitchbooks and client presentations in minutes.
Stop relying on spreadsheets, screenshots and static templates. With Kurtosys, you can connect your trusted data directly to Microsoft PowerPoint, either straight from Snowflake or via Api’s.
Empower your distribution teams to generate custom, compliant and branded presentations instantly.
For marketing
Reuse approved, brand-compliant slides.
For sales
Build personalised decks quickly with live data.
For compliance
Ensure consistent, approved content every time.
For IT / data teams
Reduce manual requests and maintenance overhead.
Built for the entire asset management workflow
For sales and distribution
Refresh entire pitchbooks on demand before meetings. No more manual data entry; just accurate, investor-ready numbers.
For marketing
Maintain 100% brand consistency. Manage a centralised library of approved slides and templates that lock fonts, colours, and logos.
For compliance
Mitigate risk with automated disclaimers, audit trails, and “locked” content areas that prevent unapproved edits.
For data/IT
Eliminate manual data requests. Connect natively to Snowflake or Kurtosys api’s to feed live data into native PowerPoint charts.
From datasets to
pitchbooks in minutes
Single source of truth
Direct integration with Kurtosys and Snowflake means your decks always reflect live, verified fund data.
Native PowerPoint environment
No new software to learn. Users work entirely within the familiar Microsoft PowerPoint interface with no technical skills required.
Automated compliance
Disclaimers and disclosure text auto-update based on the data and region selected, ensuring every slide is audit-ready.
Smart automation
Update performance tables, allocation charts, and text across hundreds of slides with a single click.
Three steps to
client-ready decks
Select
Choose a pre-approved, branded template from your central slide library.
Connect
Link charts and tables directly to your live fund data sources.
Personalise & publish
Filter by fund strategy or currency, add your commentary, and export a perfectly formatted presentation.
Streamline your
critical reporting
Pitchbooks
Tailored for institutional or retail pitches.
Fund snapshots
Up-to-date performance reviews.
Client review decks
Personalised portfolio updates.
Marketing collateral
Factsheets and quarter-end reports.
See Studio for PowerPoint
in action
Are you ready to explore the investor-ready presentation builder?
Experience the power of Kurtosys automation for yourself. Request a demo today to see how we can simplify your reporting process and save you valuable time.
