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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

Vendor
Kurtosys
Year Launched
2002
Location
86-90 Paul Street, 3rd Floor, Office 86, London, London EC2A 4NE, GB
Deployment
cloud
Training Options
documentation, videos, demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Portuguese, Italian, Dutch, Chinese, Japanese, Korean.
Users
Asset managers, Wealth managers, Financial advisors, Fund marketers, Client reporting teams, Investor relations teams, Compliance officers, Data management teams, Digital experience managers, Investment product specialists
Industries Served
Asset management, Wealth management, Banking, Mutual funds and ETFs, Hedge funds, Private equity, Alternative investments, Financial services software providers
Tags
Investment Management, Kurtosys

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

Free trial
Free version
Request a quote
Promo Offer

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

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