As we reach the midpoint of 2024, global economic uncertainty continues to challenge investment managers. Political instability, fluctuating interest rates and unpredictable inflation have reshaped our landscape. How can we navigate these challenges and maintain client engagement? ✅ Effective communication and a robust client experience are crucial with client demand and changing expectations, it’s essential to go beyond static quarterly reports and offer dynamic updates covering financial performance, governance, and stability. ✅ Kurtosys is leading the way with a world-class product aimed at enhancing communication with a tool that is more secure than most of the competition. ✅ We support clients within regulatory frameworks, ensuring they maintain investor confidence during volatile times. As we look ahead, our commitment to strategic communication, innovation and regulatory compliance will guide us through the rest of 2024. Read the full blog for an in-depth look at how we’re navigating these challenges #Leadership #ClientEngagement #Innovation #InvestmentMangement #Kurtosys
Kurtosys
Financial Services
London, London 7,986 followers
Pain-free investment data and insight delivery
About us
Kurtosys helps investment managers deliver data & insights to their clients. Whether it be client reporting, client portals or multiple websites across regions, we're all about delivering data, documents and insights accurately, consistently and at scale. We're a secure cloud-based platform backed by a global team of experts. Our solutions are designed to make marketing and client reporting teams' lives easier.
- Website
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https://www.kurtosys.com
External link for Kurtosys
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London, London
- Type
- Public Company
- Founded
- 2002
- Specialties
- Investment Management Websites, Fund Data Tools, Document Distribution Portals, Fund Factsheet Automation, WordPress for Finance, enterprise content management, Digital Experience Management, Digital Experience Platform, cloud software for asset managers, Investment report automation, Investor Portals, Data visualization for financial services, Martech for global fund managers, ESG data visualisation, Fund Center software, Multiregion Website builder for financial services, and Digitization support for asset management industry
Products
Investment Reporting
SaaS Management Software
Pain-free investment data and insight delivery. A comprehensive report automation platform designed for investment managers. Our platform is designed to automate the most complex documents while producing thousands of data driven documents from a single template in seconds. Features include producing comprehensive factsheets, creating custom and dynamic sales presentations and pitchbooks as well as providing client reports and regulatory reports that speak to your unique needs.
Locations
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Primary
86-90 Paul Street
3rd Floor, Office 86
London, London EC2A 4NE, GB
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5540 Centerview Dr
Suite 204
Raleigh, North Carolina 27606-8012, US
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Mont Clare Place, 35 Main Road
Cape Town, Claremont 7708, ZA
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9, Rue du Laboratoire
The LHoFT
Luxembourg, L-1911, LU
Employees at Kurtosys
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Philip Black
Venture Capital Investor
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Michael Bacon
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Bryan B.
Operating within the FinTech space has always challenged me to greater heights as a Principal Engineer and Manager, for a company leading us through…
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Mark Warren
Spearheading Strategic Vision into Actionable Success, Cultivating Organizational Agility and Growth.
Updates
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Wishing our US clients, team and investment management community a fantastic 4th of July 🇺🇸 We hope you enjoy the celebrations! #IndependenceDayCelebration #FourthOfJuly #ClientAppreciation #Kurtosys #InvestmentManagement #Fintech
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Day 2 of IMpower Incorporating FundForum and the Kurtosys team have had an amazing time connecting with industry leaders, sharing ideas, and networking with attendees. 🤝 If you’re here at the conference, pop by our booth (Pod 3) to see how Kurtosys can transform your digital experience. For those we haven’t met yet, there’s still time to swing by. See you soon! 👋 #IMpower #FundForum #FinTech #Innovation #Kurtosys #DigitalTransformation #FinancialServices #Networking #Conference #Exhibition
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🎙 Kurtosys is live at IMpower Incorporating FundForum, and our team is excited to meet you! Visit our booth (Pod 3) to chat with Lee Godfrey, Zelda Miller, Guillaume Danloy, Tania Odendaal, and Holly Judge. They're ready to demonstrate our secure, cloud-based platform and how we support investment managers and their clients every day. 💻 ☁ 🎤 In case you missed it, our CEO, Lee Godfrey, gave an insightful presentation at the New Operations Thinking and Technology Showcase: Tech, AI, and Data session. His talk, "The Evolution of Global Customer Journeys: Using State-of-the-Art Technology to Drive Operational Efficiency," highlighted how innovative technology is transforming the industry landscape. #IMpower #FundForum #Kurtosys #InvestmentManagement #CloudTechnology #OperationalEfficiency #CustomerJourneys #Fintech
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Kurtosys was delighted to co-sponsor the White Night party last night at The Muse restaurant in Monaco, taking networking to a whole new level. The night was filled with great conversations, new connections, and unforgettable moments.✨ A huge thank you to our amazing co-sponsors for making this event a success: Clearstream, Next Gate Tech, Deloitte, iCapital, ifsam S.A. - B2B Fund Platform, Kneip, ONE group solutions, and Victor Buck Services. 🙌 A special shoutout to Katarina Marelic for organising this event; your efforts truly made it a success. 🌟 Thank you to the Kurtosys team: Lee Godfrey, Zelda Miller, Guillaume Danloy, Tania Odendaal, and Holly Judge. 👏 #WhiteNightParty #Networking #EventSuccess #Kurtosys #Clearstream #NextGateTech #Deloitte #ICapital #ifsam #Kneip #ONE #VictorBuckServices
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Here's a sneak peek of the setup at the IMpower Incorporating FundForum 2024 event and the Kurtosys booth! 📅 Event: IMpower incorporating FundForum 📍 Location: The Grimaldi Forum, Monte Carlo, Monaco 📌 Booth: Pod 3, next to the speaker's lounge Come by for exclusive insights and see how our solutions can boost your business. Stay tuned for more updates and make sure to drop by and meet the team tomorrow: Lee Godfrey, Zelda Miller, Tania Odendaal, Guillaume Danloy, and Holly Judge. Find out more here: https://lnkd.in/d8WKk2mW #IMpower #FundForum #Kurtosys #Fintech #Innovation #DigitalTransformation #EventSneakPeek #IMpowerincorporatingFundForum2024
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Welcome to our new team members! 👋 We're thrilled to have you join us at Kurtosys and can't wait to see you grow with us. 🏆 Karmen Fabel, Busisiwe Mange, Wesley Scott, Otshepeng Mabuse, Megan Venter, Kashmiri Beesham, Justyn Lim Banda and Brittney Christians #InvestmentManagement #NewStarters #KurtosysTeam
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We're delighted to announce that Kurtosys is now a proud partner of Murex! With MX.3’s unique open platform and modern APIs, Murex provides Investment Managers with one solution that allows them to help streamline the investment process and increase efficiency. #InvestmentManagement #Collaboration #Fintech #Reporting
Powered by MX.3’s unique open platform and modern APIs, Murex is growing its buy side partnership ecosystem to offer cutting edge technology to its buy side clients.💡 Murex’s Mark Connolly describes the goals of the program, recent partners and how clients can access this rich and evolving ecosystem. Learn more about MX.3 for Investment Management: https://lnkd.in/ejJhC57T We are proud to count Alveo Technology, Rimes, StarQube, Northfield Information Services, WizzInvest and Kurtosys among our trusted partners. #InvestmentManagement #CapitalMarkets #BuySide #APIs
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At this year's Funds Congress, the transformative potential of AI in asset management took centre stage. From enhancing client experiences to redefining investment strategies, AI promises to be a game-changer for the industry. 📈 J.P. Morgan Asset Management‘s $400 million annual investment in technology is just one example of how firms are leveraging AI to stay ahead. However, balancing optimism with pragmatism is crucial as we navigate this journey. Discover more in our latest blog article. #InvestmentManagement #AI #ClientExperience #TechInnovation #DigitalTransformation
Generative AI Application Across Asset Management: Game-changing Or Overhyped? | Kurtosys
kurtosys.com
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42% of Institutional investors said that they would divest from their investment managers purely based on poor quality reporting. 📈 Find out more results from our much-anticipated survey report in our latest newsletter, take a look back at our top blogs for the year so far and recap our latest product release. 📩 #investmentmanagement #trends #2024 #fintech #newsletter
Edition 2: May 2024 content roundup, our latest research, feature launch and event updates
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