The Kurtosys solution set provides asset managers with best-in-class digital investor experiences, powerful investment report automation, investor portals, and sales enablement tools. It enables asset managers to adapt to evolving reporting requirements by automating and delivering a wide range of investor-focused content and creating investor experiences, offered as a self-service model or a managed service. The platform simplifies the control and management of expansive data from disparate sources, offering powerful functionality with no coding required through readily available components and workflow processes.

The comprehensive report automation platform is designed for investment managers to significantly reduce the time spent on report creation. It automates complex documents at high speed, allowing for the production of thousands of data-driven documents from a single template in seconds and distribution to the web or partners in minutes. Key outputs include factsheets, presentations, client reports, and regulatory reports.

Kurtosys also offers tools to build investor websites and portals. The DXM platform, used by large asset managers, is specifically built for the industry, incorporating essential fund data, compliance, and security features. This simplifies website delivery without custom development, enhancing investor satisfaction, supporting sales teams, and driving growth. Features include investor portals, investor websites, fund centers, and fund buyer portals.

Key benefits include efficiency through a single system for all reporting requirements, reducing the need for multiple vendors. Automatic content localization, including translation, ensures content is quickly and intuitively available. Speed and scale are achieved via a cloud computing engine that reproduces document aesthetics and business rules, generating hundreds or thousands of unique documents rapidly. Sales teams, advisors, and clients receive timely and consistent information, reducing errors. The intuitive application features a drag-and-drop interface, native integration with MS Office365 and InDesign, and deep integration with digital assets and fund data. Data consistency across fund data, documents, and disclaimers is maintained from a single source, with workflow and health-check modules to detect data problems and ensure high quality. Agile approval processes with notifications are also supported.

Features & Benefits

• Investment Report Automation: Automates complex documents, generating thousands of data-driven reports from a single template for rapid distribution.
• Investor Website & Portal Builder: Enables asset managers to create engaging investor websites and portals with built-in fund data, compliance, and security features.
• Automatic Content Localization: Provides tools for automatic translation and localization of content, ensuring global relevance and quick deployment.
• Data Consistency & Compliance: Ensures data consistency across all reporting outputs from a single source, minimizing compliance risks and errors.
• Intuitive User Interface: Features a drag-and-drop interface and integrates with common applications like MS Office365 and InDesign for ease of use and reduced training time.