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WordPress for Finance

An enterprise CMS Platform, built on the foundations of WordPress with an optimised framework of industry-specific modules and secure controls for financial services marketers.

Site Management URL Redirects WordPress Plugin Control

200+ WordPress Modules

A growing library of industry-specific components that are the perfect toolbox for creating financial websites, microsites and campaigns without needing to code.

Example WordPress Modules


Drag & Drop Publishing

Our simple drag & drop content builder lets anyone in a marketing team make updates, leaving you more time to focus on campaigns and strategies.

Example WordPress Modules


Enterprise Content Management for Financial Services

A Complete Publishing Solution

Integrate all your data feeds, visualization tools, documents and content into one WordPress environment designed for marketing users.

Blazingly Fast

Kurtosys uses in-memory caching, Cloudflare and the power of the cloud to bring your sites to life at the speed of thought.

Bank-Grade Secure

DDoS protection, intrusion monitoring and ISO 27001 certification means we protect your data at all layers of the Kurtosys platform.


WordPress Enterprise Platform Features

A range of world-class content marketing features designed for digital marketing for finance.

Drag & Drop Page Builder

Our simple drag & drop content builder lets anyone in a marketing team make updates, with a range of 200+ industry specific components designed for building financial websites.

Financial-specific modules

A large range of financial specific modules that are purpose built for asset management websites such as investor type modals and investor tools.

Publishing Approval Workflow

Publishing workflow controls allows multiple business departments to participate in the creation and approval of content, coupled with reporting and notification features.

Multisite Content Distribution

With multisite you can control multiple websites from one WordPress instance and manage the distribution of shared content, coupled with complex content taxonomies.

Content & SEO Configuration

SEO meta data and content can be measured and optimised within the platform to ensure your content 'on page' and 'off page' objectives.

Responsive - Any Device, Any Browser

All templates and modules are tested and configured to work on any device and any browser - creating a truly one source responsive experience.

Align Content with Data & Docs

Kurtosys Fund Tools and Documents can be integrated seamlessly into the WordPress platform to allow co-mingling of content and data.

Campaigns & Landing Pages

Complex campaigns or simple landing pages can be created by marketers without any coding required, speeding up delivery targets.

Translation & Languages

Our platform can manage multi-country sites and languages with the ability to integrate with translation services.

Security & Compliance

Compliance Management & Reporting

With integrated compliance controls you can track and archive all published content and every update made to your website is stored in an un-editable format for compliance format.

Two-Factor Authentication

Administrative access to the WordPress environment is protected by either Two-Factor Authentication (users need another device) or Single Sign On services (e.g. Salesforce).

Website Change Audit Recording

Comply with SEC/FCA rules by preserving an audit trail of all website changes using our purpose built compliance plugin which will record everything permanently.

Easy Integration

Marketing Automation & CRM Integration

Proven to integrate seamlessly with marketing automation platforms such as Pardot, Marketo, Hubspot, Eloqua and CRMs such as Salesforce.

Google Analytics Integration

All websites are integrated with Google Analytics, with the option of utilising Google Tag Manager and our custom reporting dashboard and GTM manager.

Social Media Integration

Integrate your social media channels into the platform and enable publishing of your content from your website onto your social channels.

Cutting-edge Thought Leadership & Resources



Webinar: WordPress for Finance – Enabling Digital Transformation

Richard Watts on May 17, 2017

Watch this recorded webinar where we take a deep dive into how Kurtosys has created an optimised framework of industry-specific modules and secure controls for financial services marketers, using the world's most popular CMS, WordPress.

Read now


The benefits of using WordPress for fund marketing campaigns

Marketing Team on February 28, 2016

Patrick McKenna, Head of Product at Kurtosys, explains how asset management marketers can benefit from WordPress powered microsite campaigns.

Read now

White Papers

How to Build a Content-Rich Fund Website that Performs

Luke Hinchliffe on June 25, 2015

Fund marketers need the ability to easily publish complex data and content for investors and intermediaries, with a great design and UX built-in. We explore the five essential components to attract and engage users.

Read now

Request a Demonstration

Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.