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Digital Experience Management for investment managers
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Cloud-based report automation engine
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Solutions
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View All
Investment Report Automation
Automate all of your investment reports from a single system
Investor Portals
Digitize your investor communications and deepen client relationships
Investment Websites
Build beautiful investor websites and digital experiences
ESG Communications
Showcase your sustainability credentials
Platform
DXM
Digital Experience Management for investment managers
Documents
Cloud-based report automation engine
Studio
Library of customizable investment data experiences
Data
Centralized hub for all your investment data
DXM Communities
Powerful toolset for creating gated investor portals
Support
Support terms of use
Support promise
EULA terms of use
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ISOC
Help center
Insights
Blog
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Events
White Papers & eBooks
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Redwheel
abdrn
SALI Fund Services
Tavistock Wealth
Boston Partners
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Contact Us
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Uncategorized
How unifying sales and marketing goals drives holistic revenue forecasting and client success
December 11, 2024
Reflecting on 2024: Lee Godfrey’s insights into achievements, challenges, and what lies ahead for 2025
November 28, 2024
Exploring DORA: How Kurtosys enhances digital operational resilience for client readiness
November 26, 2024
Building for the future: Key themes in data, CX and brand differentiation from Kurtosys Client Day
November 19, 2024
Top 10 data hurdles when creating investor reports: best practices and solutions
November 19, 2024
Simple security guidelines and checks when choosing a vendor to build your new investment website Â
October 29, 2024
What institutional investors want – our key insightsÂ
October 3, 2024
Creating seamless digital client experiences: Challenges and strategiesÂ
September 10, 2024
Transforming asset management with tech-driven consumer duty strategiesÂ
August 14, 2024
Unlocking data potential with Kurtosys’ Snowflake integration
July 19, 2024
CEO mid-year update: Navigating uncertainty and enhancing client engagement
July 11, 2024
Transform your investment reporting with Kurtosys Studio for Office
July 2, 2024
Streamlining reporting automation with Kurtosys Studio for InDesignÂ
July 2, 2024
Generative AI application across asset management: Game-changing or overhyped?
June 10, 2024
Revolutionising email distribution: A game-changer for investor reporting
April 22, 2024
Michelle Wright joins Kurtosys as Chief Product Officer
April 3, 2024
Navigating the currents: A dive into the investment management landscape of 2024
March 15, 2024
A look at the future of client reporting through the lens of Kurtosys and Northern Trust
February 19, 2024
Sales meets compliance: Introducing the seamless solution from KurtosysÂ
February 15, 2024
Warning: Not about AI…
January 8, 2024
Navigating investment reporting challenges together: A reflective dialogue with Lee Godfrey
December 18, 2023
Building and maintaining strong relationships is crucial for sustained success
December 15, 2023
Fostering brand loyalty: How AI enhances everyday activities and tasks to improve client retention
October 20, 2023
The client-centric approach – Highlights from TSAM NY Kurtosys interviewÂ
October 20, 2023
Fostering brand loyalty – why it matters
October 17, 2023
Streamlining success: Automating report generation and distribution for investment managers
October 10, 2023
Mark Warren joins Kurtosys as Chief of Staff
October 3, 2023
Justin Larsen joins Kurtosys as Chief Financial Officer/ Chief Operations Officer
October 2, 2023
Kurtosys’ mid-year update: standardisation, industry trends and client experience
August 10, 2023
4 straightforward steps to effective client report customisation
July 25, 2023
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