Founding Date

Kurtosys is a global provider of digital marketing and client reporting tools, delivering a market-leading digital experience platform aimed specifically at fulfilling the reporting needs of global financial institutions. The firm provides an end-to-end digital experience platform that enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment. The company's platform helps to deliver a broad range of fund marketing and investor servicing features– from Fund Factsheets and Fund Tools to Client Reporting and Secure Portals. Kurtosys is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market.

  • The Kurtosys cloud provides a range of solutions for distribution leaders to empower their sales teams and partners.

  • Kurtosys' infrastructure and outsourcing services help eliminate unnecessary workflows and reduce costs; and their design services are dedicated to making financial data.

  • The firm helps brands connect with their clients using the power of online and mobile communications.

  • Kurtosys works with some of the world’s largest asset management brands that include banks, wealth managers, mutual fund providers and alternative investments.

  • The company delivers investor servicing features, including investment management websites, fund data tools, digital factsheets, secure investor portals and document libraries.

  • The firm enables financial advisory firms to transform how their financial data is presented, distributed and consumed by investors.

  • Kurtosys is trusted by the world's leading financial institutions such as BMO, J.P. Morgan, Generali, Lumyna, BNY Mellon, and Federated Hermes, among others.

Kurtosys in Numbers

  • 88+ Customers Globally

  • 15.4K Documents Automated Monthly

  • 500+ Digital Experiences Managed