Kurtosys: Use-Cases, Insights and Reviews | 2026 Cuspera

Kurtosys automated Tavistock's fund factsheet production in just six weeks. Tavistock, an investment and wealth management business, faced a tight deadline and manual reporting challenges. Kurtosys d...elivered a streamlined data integration and document automation solution using their platform and Apache NiFi. The project produced 66 factsheets for 10 funds, enabling Tavistock to self-service and generate reports efficiently. Collaboration through Microsoft Teams improved communication and accelerated delivery.
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Kurtosys helped Boston Partners update their investment management website. Boston Partners needed a better user experience and more accurate, up-to-date fund information. Kurtosys provided a platfor...m with automated digital product pages and workflows. The new system creates product pages as soon as new data is loaded. This saves time and reduces manual work. Kurtosys also built a custom training portal for Boston Partners. The marketing team now manages the website more easily and finds the tools very useful.
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Kurtosys Cloud helped abrdn automate factsheet document production. abrdn needed to unify and streamline marketing document automation across all fund ranges. Kurtosys delivered a single platform for... global factsheet automation, integrating abrdn’s data service layer. The solution reduced costs, increased production volumes, and improved compliance with regulations. abrdn now produces more factsheets in multiple languages and jurisdictions, supporting their digital transformation.
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Kurtosys DXM powers the new client portal for SALI Fund Services. SALI needed a better way to deliver fund data and documents to insurance carriers. Kurtosys provided a secure portal with real-time p...erformance reporting and document distribution. The portal lets users analyze fund performance, download documents, and will soon offer portfolio modeling tools. Kurtosys Documents automates SALI’s fund factsheets, increasing efficiency. SALI manages over $12.5 billion across 100+ insurance dedicated funds.
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Kurtosys helped Tavistock Wealth automate its fund factsheet production. Tavistock faced a tight deadline, needing to go live by January after starting in late November. The old process was manual an...d slow. Kurtosys provided a data loader, a standard data dictionary, and used Apache NiFi for real-time data movement. The team produced 66 factsheets for 10 funds in just 6 weeks. Tavistock can now generate factsheets quickly and efficiently using the Kurtosys app.
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