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Digital & reporting solutions for investment managers
Our solutions
Transform Your Distribution Team

Kurtosys enables sales teams to drive higher fund flows through transformative enablement technology

Kurtosys empowers marketing teams to propel their brands and enable their sales teams with cutting edge technology

Differentiate yourself from the competition with our range of digital client service solutions
our platform
Powered by the Kurtosys Cloud
A cutting edge digital experience platform, specifically built for the needs of global financial institutions
A comprehensive document automation platform designed for regulated industries and teams that want to spend less time wrangling reports
A secure and customizable data API platform, built for the security and compliance needs of financial institutions
Studio combines a library of advanced digital experiences for financial institutions with an intuitive configuration UI that removes the need for custom coding
Communities transforms Kurtosys DXM sites into secure online portals, complete with cutting edge infosec and user experience features

Insights from our blog

The EU Accessibility Act: A strategic imperative for investment managers
The European Accessibility Act (EAA), coming into effect on 28 June 2025,

Reviewing the latest trends in investor servicing and reporting – survey results
“Customisation is no longer a ‘nice to have’ ” commented Patrick McKenna,