Kurtosys
Kurtosys is a secure, cloud-based platform delivering end-to-end digital and reporting solutions across the investor lifecycle. Founded in 2002, Kurtosys empowers financial institutions to streamline sales, marketing, and client servicing through automation, compliance, and data centralization. The platform enables asset managers and financial firms to produce automated investment reports, build secure and compliant investor portals, and manage dynamic websites—all within a robust regulatory and cybersecurity framework. Trusted by global leaders in banking, wealth management, mutual funds, and alternative investments, Kurtosys helps reduce operational costs, mitigate risk, and enhance the investor experience through scalable digital transformation.
ABOUT KURTOSYS
Kurtosys is a cloud-based platform that provides investment managers with solutions for automating client reporting, building investor websites, and creating secure client portals.
The platform enables financial institutions to deliver seamless, compliant, and visually engaging digital experiences—without the need for extensive custom development or manual data processes.
Designed to enhance productivity, Kurtosys helps sales teams drive higher fund flows through enablement technology that simplifies the work of marketing and client reporting teams.
Kurtosys is trusted by leading global financial institutions, including BMO, J.P. Morgan, Generali, Lumyna, BNY Mellon, and Federated Hermes.
KURTOSYS SOLUTIONS
Investment Report Automation
Automates production of fund reports, factsheets, pitchbooks, client summaries, and regulatory documents, enabling fast, consistent delivery and mitigating compliance risks.
Investor Portals
Builds gated, secure investor portals with features like dashboards, personalized content, and role-based access control for enhanced client engagement.
Investment Websites & Digital Experiences
Enables asset managers to create engaging, compliant websites and fund centers using no-code tools, designed for both client-facing and branding use.
Digital Experience Management Platform
A modular, enterprise-grade SaaS platform designed specifically for investment firms. It includes five key modules: DXM, Documents, Studio, Data, and Communities.
Data Management & Centralization
Centralizes all investment data and integrates with document generation, enabling scalable, consistent data usage across reports, websites, and portals.
ESG Communications
Provides capabilities to automatically integrate and showcase ESG data across websites and documents, supporting investor reporting and transparency objectives.