SOLUTIONS FOR WEALTH MANAGERS
Built for wealth managers who stay personal, at any scale.
We built Kurtosys as wealth management reporting software for firms that need personalisation at scale, not a generic platform. Every client gets accurate, timely reporting from one governed source, whichever part of your business it comes from.
The cost of scaling client relationships
Your clients expect a personalised, high-touch experience, from portfolio reports to digital portals. Delivering that at scale, across complex portfolios and bespoke requirements, is harder than it should be, especially once your business has grown through several teams or acquisitions, each with its own way of doing things, or when production runs through a slow, manual process you have little visibility into. And when something doesn’t add up, it’s not just a reporting error. It’s a trust problem.
How we personalise client reporting at scale
Your clients receive reporting that reflects their mandate, in their language, on time, without a separate production run for each one. Because every output comes from the same governed source, a client in Zurich and a client in Singapore see the same quality of communication, even though the content itself is different, and that holds true whichever part of your business the relationship sits in.
Personalised at scale
Bespoke reports for every mandate, automatically.
Branded portals
Clients find what they need without asking.
Local language and currency
International clients, one production run.
Consistent output, whatever the source
Every report follows the same standard, whichever team or system it started from.
New business, same standard
Acquired books or new teams adopt existing reporting standards without a separate build.
Team time back
From production to proactive client engagement.
Document review
Every client communication on record.
Sign-off before it goes out
Compliance approval built into production, not chased after distribution.
AI consistency checks
Same fund, same period, described the same way.
Wealth manager reporting challenges, solved
Challenge
Personalised reporting takes manual effort that grows with every new client, so the bigger a wealth manager gets, the harder personalisation is to sustain.
Wealth managers often grow by bringing businesses together, and each one produced client materials its own way, so the same information can end up looking different depending on where it came from.
Wealth management clients are often experienced allocators or advisers preparing for a meeting of their own, so a figure that doesn't reconcile isn't a minor error. It's a trust problem.
Solution
We generate mandate-specific reports automatically from one governed source. Personalisation doesn't get more expensive as you grow.
We apply one governed source across every output, whichever team or system it started from. Growth doesn't mean multiplying your standards.
We validate and sign off every output before it reaches a client, with a complete audit trail. What goes out has already been checked.
As your client base grows, or another business joins yours, that's not another production process to build from scratch. The same governed source scales with you, so your team's time goes to clients, not the production run.
Explore by team.
For your distribution team.
For your compliance team.
For your operations team.
