Tavistock Investments Plc has forged a dynamic partnership with the Kurtosys platform to support sales and marketing media production for its Ucits range.
The Tavistock Investments Group is a revolutionary investment and wealth management business. It offers clear, transparent propositions that meet investor’s specific needs. Tavistock’s ACUMEN range comprises risk-progressive, multi-asset solutions; protection portfolios; and one income fund.
These solutions have delivered eye-catching returns over five years as Tavistock continues to grow and flourish.
Kurtosys will provide powerful document and reporting technology to automate marketing collateral production for this range.
Rich Cobb, Head of EMEA Sales at Kurtosys, said: “For customers such as Tavistock, efficient document production processes are essential to maintain competitive edge, as they minimise cycle times and keep operating models as smooth and cost effective as possible.
“Our collaboration with Tavistock will streamline the data integration and document production process, giving Tavistock’s clients and their advisers immediate access to crucial and timely documents. ACUMEN is a progressive suite of investments and we are very pleased to partner with a firm that provides such straightforward and digestible solutions.”
The Kurtosys platform will amplify Tavistock’s exceptionally strong branding, and ensure operational and technological efficiencies. It will also support compliant information disclosure within Ucits regulations.
Chris Halford, Group Marketing Director for the Tavistock Investments Group, said: “We are delighted to be working with the Kurtosys team. Their platform provides for the complete range of investment firms’ document and digital needs. We see plenty of opportunity to grow our relationship as we continue our mission to give modern investors and advisers exactly what they need, when they need it.”