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Kurtosys

By Kurtosys

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Kurtosys Media

Kurtosys Demo - Factsheets
Factsheets are data-rich and include a variety of disclaimers - a well-known challenge for the producers of these documents. The Kurtosys solution equips sales and marketing teams to create beautiful, automated, data-driven documents that obey complex compliance rules and can be created instantly...
Kurtosys Demo - Pitchbooks / sales decks
Sales support teams require sophisticated features for managing fund data and related content for regulated, cross- border fund distribution. Our platform has been developed with this in mind. Packed with features to ensure sales presentations are both visually pleasing and fully compliant to the...
Kurtosys Demo - Client reports
Customized client reporting used to take up a large amount of time and effort. Our automation engine reduces the time taken to produce content, ensuring investors receive their reports timeously – a key moment for client satisfaction.
Kurtosys Demo -  Powerful data integration
Data is the cornerstone of all reports, yet access to reliable data often poses the biggest hurdle when creating new content. The Kurtosys Data module allows you to integrate all your data sources into one concordant whole, whilst also enriching it with formatting, disclaimers, translations and m...
Kurtosys Demo - Investor Portals
Kurtosys makes creating your new investor portal quick and easy. Create interactive investment dashboards, share privileged documents, surface gated insights, and expose your clients to sustainability related data. Integrate your portal into your existing ecosystem of digital tools such as Salesf...
Kurtosys Demo - Fund Centres
A fund center is the heart of any asset management site. With Kurtosys Studio, you can configure a fund center in no time at all. Help your investors and advisers find the products, data, and documents they are looking for with minimal fuss. The design and features are fully configurable, so you ...
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Kurtosys Reviews (2)

Reviews

Kurtosys Reviews (2)

3.5
2 reviews

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Verified User in Accounting
AA
Mid-Market (51-1000 emp.)
"DIgital Media Manager"
What do you like best about Kurtosys?

It’s user-friendly, secure, and built for the needs of financial services. Review collected by and hosted on G2.com.

What do you dislike about Kurtosys?

One drawback is that some customization options can be limited without developer support, which can slow things down for non-technical users. Review collected by and hosted on G2.com.

Sahil T.
ST
Senior Integration Consultant
Enterprise (> 1000 emp.)
"Store , manage & distribute all your documents"
What do you like best about Kurtosys?

Documents can be easily uploaded either manually, or via a manifest file if you have a large number of files. Uploading manually is simple using the drag and drop interface, which then prompts users to tag them with the appropriate metadata. This process can be sped up by using “drag and duplicate” feature. Review collected by and hosted on G2.com.

What do you dislike about Kurtosys?

UI can be improved as it looks a bit old. Also, faced challenge while uploading multiple documents . Review collected by and hosted on G2.com.

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