About Kurtosys
Kurtosys is a digital use platform from Kurtosys that provides financial service firms with tools for content management and reporting. It combines data aggregation, customizable reporting, and user-friendly content management so businesses can effectively manage and present their financial information. The platform enables firms to create personalized client experiences while ensuring compliance with industry regulations. Additionally, Kurtosys supports integration with existing systems, allowing users to simplify their workflows without major disruptions. Key capabilities: Data aggregation Custom reporting Content management Compliance support Integration with existing systems Best for: financial service firms that need to manage and present their data efficiently.
Kurtosys is a highly specialized digital experience and reporting platform designed for investment and wealth management firms that need to streamline client communication, automate complex reporting, and maintain strict compliance standards. It brings together a suite of integrated modules for data management, document automation, digital experience creation, and workflow oversight, all within a single cloud-based environment built for speed, accuracy, and security. The platform excels in automating large-scale production of data-driven documents, enabling firms to generate thousands of client reports, factsheets, and regulatory documents from a single template in seconds, while ensuring every output is accurate and compliant across multiple jurisdictions. Its user-friendly Studio interface, along with native integrations for Microsoft Office and Adobe InDesign, allows marketing and client service teams to create sophisticated fund centers, portals, and data-rich presentations without coding. The digital experience features are equally strong, offering customizable investor websites and secure client portals that let clients self-serve, explore their data, and generate tailored reports on demand.
Pros & Cons
- +Produces thousands of compliant documents from one template quickly.
- +Drag-and-drop UI and MS Office/InDesign native integration.
- +High security, 99.99% uptime, and full compliance auditing.
- −Requires direct consultation and custom quote (no public tiers).
- −Main support channel is listed as Online (Ticket), which may not suit all users.
Features
Key features
- Automated, Data-Driven Client Reporting
- Seamlessly integrates data and content to generate thousands of reports from a single template in seconds.
- Secure Cloud-Based Platform
- Provides a highly secure, modern environment for all reporting and digital solutions.
- Seamless Data and Content Integration
- Offers easy-to-use tools to combine various data sources with content for reporting and digital delivery.
- Engaging Investment Websites
- Utilizes cutting-edge design and functionality to build and maintain compliant, engaging investor websites.
- Secure, Personalized Client Portals
- Enhances client experience by providing secure, scalable, and customizable access to critical information and real-time data.
- Scalable Multi-Fund and Multi-Lingual Reporting
- Powering investor reporting across multiple funds and languages at scale in minutes.
Additional features
- Digital Solutions
- Provides tools and platforms for digital content delivery and client interaction.
- Reporting Solutions
- Provides tools for generating and distributing investment reports.
- Secure Platform
- Ensures the safety and confidentiality of data and content.
- Cloud-Based Platform
- Hosted on the internet, offering accessibility and scalability.
- Easy-to-Use Tools
- Provides user-friendly instruments for platform operation.
- Seamless Data Integration
- Allows for the smooth combining of data from various sources.
- Seamless Content Integration
- Allows for the smooth combining of written and visual content.
- Automated Reporting
- The system generates reports automatically using integrated data.
- Timely Delivery
- Ensures reports, websites, and portals are delivered on schedule.
- Produce Thousands of Documents from a Single Template
- Allows for mass production of personalized, data-driven reports quickly.
- Distribute to Clients via Web or Email
- Supports multiple channels for sending reports to clients.
- Investment Websites
- Provides tools for building and maintaining investor-facing websites.
- Cutting-Edge Design and Functionality
- Utilizes modern aesthetics and features for websites.
- Fund Centers (Website Feature)
- Ready-to-use tools for creating pages dedicated to specific funds.
- Product Pages (Website Feature)
- Ready-to-use tools for creating pages dedicated to specific products.
- 100% Compliant Websites
- Ensures all investor-facing websites adhere to regulatory standards.
- Investor Portals
- Provides secure online gateways for clients to access information.
- Personalized Access to Critical Information
- Allows clients individualized control over the data they see.
- Real-Time Data Feeds
- Provides clients with immediate, up-to-the-minute information.
- Customisable Dashboards (Portals)
- Allows users to create tailored views of their data in the portal.
- User-Defined Reports (Portals)
- Allows clients to create and generate their own reports securely.
- Securely and at Scale (Portals)
- Ensures portals are safe and capable of handling high user volume.
- Complete Automation Solution
- Provides full automation for both digital and client reporting needs.
- Multi-Fund Investor Reporting
- Supports reporting across various investment funds.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Kurtosys
Kurtosys is a digital use platform from Kurtosys that provides financial service firms with tools for content management and reporting. It combines data aggregation, customizable reporting, and user-friendly content management so businesses can effectively manage and present their financial information. The platform enables firms to create personalized client experiences while ensuring compliance with industry regulations. Additionally, Kurtosys supports integration with existing systems, allowing users to simplify their workflows without major disruptions. Key capabilities: Data aggregation Custom reporting Content management Compliance support Integration with existing systems Best for: financial service firms that need to manage and present their data efficiently.
Kurtosys Details
Kurtosys's In-App Market Place
Does Kurtosys have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥)
Pros & Cons
- Produces thousands of compliant documents from one template quickly.
- Drag-and-drop UI and MS Office/InDesign native integration.
- High security, 99.99% uptime, and full compliance auditing.
- Requires direct consultation and custom quote (no public tiers).
- Main support channel is listed as Online (Ticket), which may not suit all users.
Kurtosys's Support Options
Documentation
https://www.kurtosys.com/api-documentation/#/Kurtosys's Alternatives
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