Data-driven, automated client reporting for investment managers
Customised client reporting used to take up a large amount of time and effort. Our automation engine reduces the time taken to produce content, ensuring investors receive their reports timeously – a key client satisfaction moment. Our automation engine allows client reporting teams to apply workflows and approvals to content, while our health check module ensures data is of the highest quality.
“We were delighted to find a provider who is an expert in our field, and all the solutions that come with it in terms of regulation and reporting.”
Flora Scott
Communications & Marketing, Redwheel
Overview
Reduce the compliance risk of inconsistent data, manual intervention and time spent producing reporting outputs. Kurtosys provides a comprehensive automation solution for a multitude of asset and wealth management reports. With one central data source, multiple integration options and pre-defined workflows, the production of reporting outputs almost takes care of itself.
Integrate
Data integrity is often the biggest hurdle to overcome when creating new content. The Kurtosys Data solution enables you to integrate all your data sources into one concordant whole, enriching it along the way with formatting, disclaimers, translations and more. Easily customisable for your reporting book of records across funds, clients and other data types. Read more…
Automate
Clients expect more reports, almost real-time, more often than ever. Our powerful product centre leverages your templates to automatically refresh even thousands of documents in minutes, while overlaying your own internal approval steps and evidencing your sign off or exception processes. In addition, any document you produce in our system is automatically retained for a minimum of ten years.
Design
There is no need to learn a new design system - the Kurtosys Studio solution links directly into the tools you use today: Microsoft PowerPoint, Microsoft Word, Adobe InDesign, and for Digital Print on Demand – WordPress. The entire range of reporting components are available to be embedded into your existing templates, enabling them to be automatically refreshed with new data every reporting cycle at the touch of a button.
Distribute
Make sure your investment data is sent on time every time from one secure environment. Compliant and accurate, everything your client expects. With our Kurtosys email distribution centre, customisable workflows ensure your emails go through an approval process while also creating contact distribution lists that can easily be adapted and adjusted. This new feature enables both document production and distribution all from one single platform, reducing room for error and vastly simplifying your process.
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Download Investment Reporting Brochure
Find out the fully detailed view of the Kurtosys Investment reporting solution.
Case studies
Kurtosys powers transformation. Find out more about how we’ve helped firms like yours.
“We hoped to use a provider who were experts in our field, and all the solutions that come with it in terms of regulation and reporting.”
The success of this project has marked an important milestone in our program of transformation. Working together effectively has helped us to deliver marketing materials into our distribution ecosystem through a scalable and robust model.
About us
Kurtosys provides a range of technology solutions to asset managers, creating efficiency within their distribution teams, empowering marketers, and facilitating stronger relationships with investors. Through our unique, cloud-based platform we provide all the tools required to build engaging investor websites and portals, automate sales collateral, and distribute critical reporting to clients.
The Kurtosys platform replaces many of the traditional point-solutions used across sales and marketing, allowing a single, golden source of data to be used across everything from client presentations to fund centres and beyond. This lowers compliance risk, reduces integration costs, and increases the ability of the firm to meet the ever-increasing challenges posed by investors, regulators, and competitors.
Founded in 2002, Kurtosys operates across three global offices with a fourth office planned in Luxembourg this year. Underpinned by global ISO-27001 certification in information security management, the Kurtosys team has a deep understanding of working at scale with data, information design, industry regulations and compliance issues.