Business Details
24 Years
experience
Trusted Digital Reporting Platform for Asset Managers
Kurtosys is a global technology solutions provider specializing in digital reporting and investor communication platforms for asset managers. Founded in 2002, we deliver a secure, cloud-based platform that automates complex investment reporting, creates engaging investor websites, and provides secure client portals. Our ISO 27001-certified system integrates data seamlessly to produce over 15,000 automated documents monthly while supporting 500+ web fund experiences. With 46 clients from leading investment brands, our platform reduces time-to-market by 50% and ensures compliance across 15,000+ data-driven documents.Our team combines deep financial industry expertise with technical innovation to solve distribution challenges through automated reporting engines, digital experience management, and sales enablement tools. We maintain global operations with four office locations and a client-centric approach that emphasizes data security, workflow efficiency, and client satisfaction through continuous platform enhancements.
Services
Reporting Automation
Fund Factsheets
Investor Portals
Fund Websites
Client Reports
Regulatory Reports
Investor Websites
Fund Centre
Fund Buyer Portal
Sales Enablement Tools
Details
- Year established: 2002
Highlights and features
- We have 20+ years of experience in financial technology solutions
- Our ISO 27001 certification ensures robust information security management
- We serve 46 global investment management clients
- We produce 15,000+ automated documents monthly
- Our solutions reduce time-to-market for digital assets by 50%
Associations and certifications
- ISO 27001
Services
Reporting Automation
Our reporting automation solution transforms complex financial data into compliant investment reports at scale. Using cloud computing and template-based workflows, we generate thousands of data-driven documents from single templates in seconds. The platform ensures consistency across regulatory filings, client presentations, and fund factsheets while eliminating manual errors. This service reduces production time by 50% and supports automated distribution through web portals or email.
Investor Portals
Secure, branded investor portals provide 24/7 access to critical financial information through customizable dashboards. Our solution enables personalized data feeds, user-defined reports, and real-time analytics while maintaining compliance with industry regulations. The platform supports multi-lingual content delivery and automatic translation workflows to serve global investment firms. These portals enhance client engagement through interactive data visualization tools and personalized reporting options.
Fund Websites
Our digital experience management platform builds compliant, engaging fund websites with zero custom development. The solution includes pre-built templates for fund centers, product pages, and marketing collateral that align with regulatory requirements. With native integration to MS Office 365 and InDesign, teams can maintain brand consistency across digital assets while automating content updates from centralized data sources. This service improves investor engagement through responsive design and interactive data visualization.
Regulatory Reporting
Our regulatory reporting solution ensures adherence to evolving compliance requirements across jurisdictions. The platform automates creation of compliant factsheets, prospectuses, and disclosure documents while maintaining audit trails for version control. Integrated health-check modules identify data inconsistencies and enforce business rules to prevent compliance breaches. This service supports automatic content localization for numeric formats, date conventions, and regulatory language requirements.
Sales Enablement Tools
Our sales enablement suite provides asset managers with tools to create personalized investor communications and marketing materials. The platform integrates fund data with design tools to automate production of pitchbooks, client presentations, and marketing collateral. With centralized digital asset management and workflow approval processes, teams maintain compliance while accelerating content delivery. These tools improve sales productivity through reusable content libraries and automated document generation.
Questions
What types of financial institutions use Kurtosys solutions?
Our platform serves asset managers, investment firms, and wealth management organizations globally, including 46 of the worlds leading investment brands.
How does the reporting automation work?
Our cloud-based system integrates data sources to generate thousands of compliant documents from single templates in seconds using automated workflows and business rules.
Is the platform ISO certified?
Yes, our system maintains ISO 27001 certification for information security management to protect client data and ensure regulatory compliance.
Can the platform handle multilingual content?
Our solution includes automatic translation workflows and localization tools that support numeric formatting, date conventions, and language-specific content requirements.
How does the investor portal solution improve client engagement?
Our portals provide personalized dashboards with real-time data access, interactive analytics, and user-defined reporting capabilities to enhance investor relationships.
What support options are available?
We offer comprehensive support through our Trust Centre, including API documentation, release notes, knowledge base resources, and direct technical assistance.
Reviews (1)
Kristen Chambaline
Dec 04, 2018
Report
Earn a large capital of $6,800 with Lorie GArdina Forex FX with a minimum investment of $500 to $6,800 in just 7days. lorigardinacharlet@gmail.com Facebook Lorie GArdina Forex FX With minimum trading of $500, you can celebrate your Christmas at large.
