Shaping the
future of investor
communication.
Industry challenges we solve
of investors would divest due to poor reporting
of investors experience issues with their data quality
report that data is received outside of SLA regularly or all the time
*Based on a survey conducted by adox research “What institutional investors want”
Delivering a modern client reporting experience means meeting each client where they are and providing data in the format they need. This is a journey we have been on for some time, modernising our data layer to create the foundation that makes this possible. Kurtosys complements that work well, giving our reporting teams the tools and autonomy to create and maintain reports at the scale a business like ours demands: globally, across asset classes, client channels and regions. What set them apart during our evaluation was a platform genuinely designed to empower client reporting professionals, combined with an ambitious roadmap to embed AI capabilities throughout the product.
John Gibson – Managing Director, Head of EMEA Client Service, Global Client Reporting, J.P. Morgan Asset Management
Solutions
The tools asset managers need
Investor documentation
Spend less time wrangling reports. Our tools seamlessly integrate your data and content, producing thousands of documents from one template in seconds. Distribute them via web or email – with fewer errors and less resource strain.
Websites and digital hubs
Build and maintain engaging, compliant investor websites with cutting-edge design and functionality. From fund centres to product pages, our ready-to-use tools help you stand out — efficiently and effortlessly.
Investor
portals
Enhance your client experience with secure investor portals, offering personalised access to critical information and real-time data. Create customisable dashboards and user-defined reports, securely and at scale.
Regulatory reporting
Automate CCI compliance from calculation to publication. Generate accurate Product Summaries and Core Information from live data, then distribute them across websites and channels — securely, efficiently and at scale.
Product
One unified platform
A single governed source so your website, your factsheet and the regulator all show the same data.
Automated production and distribution, from data in to documents out in minutes, not weeks.
Compliance, audit and approval built in, so accuracy is structural, not manual.
One governed record, every destination
Your fund data doesn’t arrive from one place, and it doesn’t arrive once. It comes from your administrator, your data providers and your own systems, and it changes daily. We reconcile all of it into a single governed record, checked across every source we hold, validated against your own rules, approved, and updated as new fund data lands. Every output is then produced from that record, so everything you publish agrees.
Govern your fund data in one place, and everywhere you publish it stops being a separate problem.
To your investors
Factsheets, client reports, fund centres, fund websites, investor portals and presentations, produced from the governed record, on brand, in the language you sell, with the disclaimers each jurisdiction requires already applied.
To your regulators
Disclosure documents generated from the same record, with the rule applied, the calculation performed and the person who approved it recorded against every figure. Live today for the UK’s Consumer Composite Information regime, with further regimes on the roadmap.
To the wider market
The same record published to terminals, wealth platforms and consultant databases, submitted once, from the version you approved, then checked against what each destination actually displays.
Why investment managers
choose Kurtosys
Fewer
vendors
One platform replaces the point solutions spread across reporting, web and disclosure.
Scale without headcount
200 funds or 20, the same workflow and the same rigour.
Time back at every cycle
Produce thousands of documents from a single template in minutes.
Lower compliance risk
Approval, audit trail and content expiry are built into the workflow.
Insights
Stay one step ahead.
From our blog, to webinars and white papers — we’ve got your back (to keep you at the front)
Latest report
The client reporting playbook
Press
