Your fund factsheets, fixed.
Fast, flawless, compliant factsheets – without the manual hassle.
Kurtosys has played a vital role in helping us improve our document automation and increase the volume and quality of factsheets we provide globally. Central to this has been their strategic advice, innovative solutions, and the trusted working relationships that they have built with our teams.
Johnathan Sim
Head of Platform Strategy, Integration and Transformation at Aberdeen Investments
Johnathan Sim
Head of Platform Strategy, Integration and Transformation at Aberdeen Investments
Producing fund factsheets shouldn’t drain your time or put your reputation at risk. Kurtosys helps you leverage your data to create outputs that tick the boxes of design and compliance. Enable your team to deliver accurate, branded factsheets faster. Free yourself to focus on clients, not manual updates.
Speed & efficiency
Generate thousands of factsheets in minutes, eliminating delays and manual bottlenecks.
Flexible templates
Create and customise your factsheets using our Adobe InDesign integration plugins.
Seamless data integration
Connect to Snowflake, APIs and internal data for real-time, trusted data.
Multi-format outputs
Produce PDFs files to meet diverse client needs.
Automated workflows
Speed up approvals and delivery with automated checks and sign-offs.
How Kurtosys simplifies factsheet production
From data to delivery, Kurtosys automates the entire factsheet lifecycle, saving you time and ensuring accuracy.
Multi-format outputs
Produce PDFs files to meet diverse client needs.
Template creation
Use our Adobe InDesign plugin to design branded, data-driven templates.
Automate & approve
Streamline bulk production with automated workflows and built-in approval processes.
Multi-channel distribution
Distribute factsheets to websites, portals, or email channels in one click.
Trusted by leading investment managers.
Dozens of global investment managers trust Kurtosys to produce millions of investor-ready factsheets reporting on multiple share classes in multi languages, every year.
Customisable factsheets
for every audience.
Kurtosys supports a range of factsheet formats for every audience, from institutional investors to retail clients. Use pre-built templates or design your own.
Institutional factsheets
For detailed client reporting.
Marketing collateral
Polished designs for promotional use.
Multi-language templates
Adaptable to global markets.
PDF outputs flexible
Formats for every requirement.
Reduce production time by
up to 70% with automation.
Say goodbye to manual reporting challenges.
Still using manual processes? Traditional factsheet production is time-consuming, costly, and prone to errors.
Challenge
Manual processes lead to delays and errors.
Data silos complicate integration.
Inconsistent branding across outputs.
Solution
Automate workflows and eliminate manual steps.
Connect seamlessly to Snowflake and other live data sources.
Use standardised, on-brand templates for every report.
Ready to transform your factsheet production?
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.
