London, United Kingdom
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.
77 Kingsway, London, WC2B 6SR, United Kingdom
+44 800 029 1410
Client Marketing & Prospecting, Software Development & Management
Client Communications & Reporting, Document Management
Kurtosys was founded in 2002 in by Mash Patel and Harry Thompson, funded from Silicon Valley investment from True Ventures.
Orchestrate all your investment data and tailor to your investor types.
Improve the user experience and convert more leads to investors.
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?
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.
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....
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....