London, United Kingdom

Kurtosys Systems

Business introduction

Your investors matter

Kurtosys provides an industry class digital experience platform for financial services companies

Kurtosys provides an industry class digital experience platform for financial services companies. The platform enables financial institutions to orchestrate their data across websites, documents and portals to increase sales, marketing and client servicing efficiency.

The Kurtosys SaaS platform offers a range of fund marketing and investor servicing solutions including investment management websites, fund data tools, automated fund factsheets, secure investor portals and document libraries.

Their infrastructure and technology are underpinned by its global ISO-27001 certification in information security management; and they have a deep understanding of working with data, industry regulations and compliance issues.

Founded in 2002, Kurtosys was funded from Silicon Valley investment and now operates across five global offices and employs over 150 talented people. They work with some of the world’s largest asset management brands that include banks, wealth managers, mutual fund providers and alternative investments.

Physical Address

77 Kingsway, London, WC2B 6SR, United Kingdom

Website Address

www.kurtosys.com

Email Address

https://www.kurtosys.com/contact/

Telephone Number

+44 800 029 1410

Ownership Type

Private

Kurtosys - your investors matter

03/08/2017

Since 2002, our team of FinTech experts have been using digital technology to transform how your financial data is presented, distributed and consumed by your investors....

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Client Marketing & Prospecting, Software Development & Management

16/08/2017

Kurtosys InvestorPress explained

Client Communications & Reporting, Document Management

12/07/2017

History

Kurtosys was founded in 2002 in by Mash Patel and Harry Thompson, funded from Silicon Valley investment from True Ventures.

Mission & Values

Attract
Orchestrate all your investment data and tailor to your investor types.

Engage
Improve the user experience and convert more leads to investors.

Service
Increase client engagement and maximise distribution effectiveness.

We believe that investors expect the best in their digital experiences – will you join us on a journey of digital transformation?

Wealth Management Story

The demand for digital interaction from wealth managers has hit an all-time high. At Kurtosys we’ve been working with wealth managers for over a decade, creating bespoke investor and advisor secure portals, building websites and providing digital client reporting reports.

Because the Kurtosys platform is built around customer data, we can surface investment data across multiple channels and tailor the user experience for all kinds of investor types through our secure APIs.

Key Data

2002
Year founded
101-250
employees
51-100
clients
Office Regional Presence
  • Africa
  • North America
  • Western Europe
Type of Clients
  • Global Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • View Others View Less
Client Regional Presence
  • North America
  • Western Europe
Kurtosys Systems client presence
  • United Kingdom
  • United States

Kurtosys Systems Solutions

InvestorPress

InvestorPress is an industry-leading secure portal platform, designed for wealth managers and packed with features for distributing financial documents, digital client reporting and providing secure online access to timely fund, portfolio and account focused information. InvestorPress comes in three flavors to suit your requirements....

business needs
Client type
client geography presence
view solution

WordPress for Finance

An enterprise CMS Platform, built on the foundations of WordPress with an optimised framework of industry-specific modules and secure controls for financial services marketers....

business needs
Client type
client geography presence
view solution

FundPress

FundPress offers ultra fast and ultra-secure hosting of the world's most popular CMS-WordPress - but tailored for the specific needs of financial services businesses....

view solution