Sales Teams
Drive new asset flows
Kurtosys enables sales teams to drive higher fund flows through transformative enablement technology
5x
Investor Engagement
3x
AUM Growth
5x
Sales Satisfaction
Transformative Technology
Powering modern fund distribution
The Kurtosys cloud provides a range of solutions for distribution leaders to empower their sales teams and partners. From fund buyer portals to presentation automation, Kurtosys sits at the heart of your buyer engagement cycle and drives efficiency in your team.
Engagement
Shorten your sales cycle
Allow fund buyers to self-serve through digital education. Enable your sellers via expansive sales portals. Empower advisers through engaging fund’s websites. Shorten the sales cycle through enablement.
SAles Efficiency
Drive sales efficiency
Put materials in sales team’s hands sooner. Create efficiency through automation. Give time back to your sellers to target more buyers. Do more with less and cover more territory.
Solutions for Sales
Portfolio Construction
Facilitate deeper investor conversations with our portfolio construction tool
Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.
Insights from our blog
Simple security guidelines and checks when choosing a vendor to build your new investment website
It is far easier to build a web portal for your business
What institutional investors want – our key insights
We recently surveyed over 30 institutional investors to establish a benchmark for