Kurtosys Systems

Kurtosys Systems specializes in providing digital solutions tailored for investment managers. The company offers investment report automation to streamline the creation and distribution of investment reports, and provides investor portals to enhance client communication and relationships. Kurtosys builds investment websites designed to create engaging digital experiences for investors and supports ESG communications to showcase sustainability credentials. Their Digital Experience Management (DXM) platform is specifically tailored for investment managers, featuring a cloud-based report automation engine for efficient document management. The Studio platform offers a library of customizable investment data experiences, while the DXM Communities platform enables the creation of gated investor portals. Kurtosys serves prominent clients such as BMO Global Asset Management, Redwheel, abrdn, SALI Fund Services, Tavistock Wealth, Boston Partners, and OP Financial Group, automating the production of over 15,000 documents monthly and supporting over 500 web fund experiences. The company works with 46 global clients from leading investment management brands, reducing time to market for websites and portals by over 50%. Kurtosys provides tools to create websites that increase engagement and client satisfaction, with integration capabilities for digital tools such as Salesforce, Azure AD, and Adobe. Additionally, the company hosts a variety of resources including blogs, webinars, white papers, and podcasts, and participates in industry events like IMpower Incorporating FundForum, TSAM London, TSAM Boston, and InvestOps Orlando. Kurtosys collaborates with partners such as Publicis Sapient, Triangle Peak Partners, True Ventures, The TWO partnership, and Lead2, offering a secure cloud-based platform for automated reporting, website experiences, and client portals.