Build beautiful investor websites
Our ready-to-use tools and DXM platform have been developed to help asset managers build beautiful investor websites. The Kurtosys DXM platform is a digital experience management system that is used by some of the world’s largest asset managers. The platform is continually enhanced and updated to ensure that ever-evolving user needs are catered for.
"We have been so impressed with how our website has taken shape and it really got our clients talking about how incredible and user-friendly the new website is"
Global Head of Marketing
Large Asset Management Firm – EMEA
Batteries included
The Kurtosys Platform is a full platform-as-a-service for launching and maintaining investment websites. The Digital Experience Manager allows the user to manage their site, domain, set up redirects, manage site compliance and security from one central location with only a few clicks. Our solution combines the specialised regulatory and compliance requirements with the vast functionality of WordPress as well as WYSIWYG post editing plugins, like Elementor.
Security and performance as standard
The Kurtosys cloud provides a full end- to-end platform-as-a-service to host and manage your site. Industry leading security features come as standard.
Integrate fund and investment data
Kurtosys Studio apps, a library of over 50 data driven experiences specifically built for fund managers and investors, readily integrates your fund and investment data, thus enabling real-time data visualisation and content publishing across all your customer touchpoints.
Reach your global investor base
With seamless localisation features, such as automated translation integration and multi-site sharing, your cross-border communication will comply with specific regional regulatory needs and help facilitate stronger relationships with investors.
Compliance at the core
Regulatory requirements are all taken care of. With built in record retention, content & data snapshots, automated content expiry and customisable approval workflows, your team will have one less thing to worry about.
Live up to your brand
Your site is one of your most important brand touchpoints allowing you to position yourself as both a thought leader and a formidable investment firm. Together, we can help to ensure that your clients and site visitors get the best experience.
Pixel perfection
Create a brand impression that will last.
Reach a global audience
All Kurtosys sites can be automatically localised and integrate key features such as investor attestation, workflow translation processes, site grouping features and much more.
Surface thought leadership
Creating insights areas, integrating video content, and developing educational areas can easily be implemented with the available out-of-the box features.
Integrated fund data
Our platform contains a wide variety of fund data modules that can be branded and configured to your needs.
Integrated search
Providing a fast and useful search experience on your site is key to keeping advisers and investors coming back.
Investment portals
Privileged investment content, private fund data, or even client account information can easily be secured with a gated investment portal.
Fund Centre
A fund centre is the heart of any asset management site. With Kurtosys Studio, you can configure a fund centre in no time at all. Help your investors and advisers find the products, data, and documents they are looking for with minimal fuss. The design and features are fully configurable, so you can create an experience that is as unique as your business.
Search and filter
Search for products by name, identifier or category. Provide specific filters to allow them to shop for groups of products by asset class, strategy, or product type.
Data columns
Communicate the most important information to your investors with fully customisable data columns. Group like columns together to pack in more information. Allow investors to compare funds with sorting.
Key columns
Provide quick links to factsheets, offer excel data downloads or show ratings information in key columns.
Fund cards
A fund card provides quick access to the entirety of a fund’s information at a glance. Serve key facts, performance charts, fund manager bios, key documents and disclosures by implementing the fund card feature anywhere on your site.
Watchlists
Your investors can favourite frequently accessed products for convenient future retrieval or comparison purposes.
Product tabs
A single fund centre can be configured to showcase a variety of different products and contain different setups for each.
Registered for sale integration
Fund centres can automatically display the correct products based on investor eligibility and jurisdiction, eliminating the risk of marketing the wrong product to clients.
Document libraries
Display accurate and up-to-date regulatory and marketing materials in an intuitive and easy to use document library.
Search and filter
Documents can be tagged and searched for in a variety of ways, allowing your investors to find them easily.
Group by product
Products can be grouped together by product, strategy, or any other logical category.
Multi-culture
Reports can be uploaded in multiple cultures and automatically displayed according to the visitor’s preferences.
Automated uploads
Documents can be uploaded via the Kurtosys Documents user interface, or via automated API feed from your internal system.
Bulk download
Multi-select and bulk download allows advisers to shop for documents and download in one single zip.
Fund pages
Tell the full story of your investment strategies and funds with dedicated product pages.
Key facts
Show off key investment information, such as identifiers, fees, and investment awards in a variety of engaging ways.
Performance
Allow clients to explore return data with rich performance components. Allow investors to choose benchmarks, reporting periods and more.
Holdings
Showcase aggregate allocation data alongside individual position information while allowing clients to download everything to Excel.
Fund managers
Place your fund managers at the forefront of your investors’ thinking. Include biographical and education- related information. Everything can be managed centrally from Kurtosys Data.
Documents
Combine data and documents together to ensure your clients always find the information they are looking for.
Automated localisation
Localise data and translate text automatically, even long form disclaimers and commentaries.
Registered for sale integration
Automatically launch product pages based on templates for new share classes or remove expired products with RFS integration for each product.
Insights and thought leadership
Decision makers want to do business with organisations they can trust. Well-conceived, relevant and impactful thought leadership is a crucial brand and relationship-building factor for asset managers. We can help you distribute and share this valuable information in a timely, relevant and targeted way.
Endless customisation possibilities
Customise everything about your content, from page templates to result pages.
Video and rich media
Deliver long-form written content alongside video and audio.
Search and filter
Group your content with fully configurable tags and categories. Allow visitors to filter and sort content accordingly.
Approval workflows
The approval workflow process ensures easy collaboration with compliance and other stakeholders. Participants are able to comment, edit and approve according to their specified roles and permissions, making the publishing process transparent and intuitive. Audit logs can be kept for up to ten years.
Automated expiry
Define expiry rules for content with time-sensitive claims.
Investor attestation
A compliant site will always ensure that global investors view only eligible products for their region. Our attestation solution allows visitors to self-select their preferences. Their site experience will then automatically serve only relevant content, eligible products and region-specific translations.
Country and language
Allow investors to choose their location and language preferences. Sites can be translated and tailored to each region, ensuring that clients are able to browse in their mother tongue.
Geolocation
Automatically determine a visitor’s location when they land with our geolocation feature.
Disclaimers and confirmation
Display key disclaimers before granting access.
Investor type selections
Fully expandable and customisable to cover all personas, from advisers to consultants and beyond.
Save preferences
Investor selections can be retained for a pre-configured period for a better customer experience.
Registered for sale integration
All product-related views are automatically filtered according to the investor’s selection.
Global search
Over 80% of site traffic to investment websites comes in the pursuit of specific documents, product data, or investment insights. Our platform contains an integrated enterprise search to help your clients find what they need, fast.
Real-time typeahead
Our site search responds in real-time as visitors type in search terms.
Category drilldown
Results can be aggregated together and displayed differently based on type.
Fund-related results
Fund related result sets can contain quick links to key documents, share class selectors, and CTAs to visit product pages or pre-filtered fund centres.
Document-related results
Matching documents can be showcased in a variety of ways, by allowing investors to download directly from results, or by viewing all matching content.
Insights and other content
Search results can be returned across leadership, site page, video formats and more.
Investor education
Learn and earn - Create investor education areas containing videos, private market insights and even quizzes and exams, allowing advisers to earn ongoing education credits.
Investor portals
Showcase data - Create gated areas of your site to showcase privileged fund data or even client account information.
Integrations
SEO, analytics, accessibility - Apply SEO metadata, integrate with your chosen analytics package, and apply accessibility-related tagging to comply with WCAG 2. 1. Gate content via Salesforce.
Complete compliance
Keep records of all page edits, audit changes, and track content signoffs using easily customisable workflow processes.
Download our Investor Websites brochure
Find out the fully detailed view of the Kurtosys Investment reporting solution.
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