Kurtosys helped Redwheel automate digital and client reporting. Redwheel needed a new website, better CMS, and up-to-date fund factsheets. Kurtosys... built a responsive WordPress site with multi-site support for 17 countries. The platform lets Redwheel publish content easily and generate dynamic fund documents. Redwheel saved time and resources and now has a scalable digital platform.
OP Financial Group
- Financial Services
- Very Large
Helsinki, Finland
Kurtosys helped OP Financial Group launch a dynamic client reporting portal. The portal gives private wealth clients real-time access to... portfolio data and ESG metrics. Clients can now view holdings, transactions, and performance online instead of waiting for paper reports. The new portal improved client feedback and made investment communications more efficient. Early feedback from clients and managers has been very positive.
Motley Fool Asset Management
- Financial Services
- Small
Washington, USA
Kurtosys built a new website for Motley Fool Asset Management. The site uses a mobile-first design and features a Fund... Center for investment products. MFAM can now easily update data, publish news, and manage compliance using Kurtosys DXM. Clients and partners say the site is easy to use and offers a better experience. MFAM values the real-time updates and compliance support from the Kurtosys platform.
Generali Investments
- Financial Services
- Very Large
Trieste, Italy
Kurtosys built a unified WordPress multi-site platform for Generali Investments. The new solution replaced three siloed websites with a single,... responsive experience across 35 sites, four languages, and three investor types. Content and fund data are now managed centrally, improving data quality and consistency. Investors benefit from interactive fund tools, tailored content, and integrated video and event features. The project streamlined operations and enhanced the digital experience for both marketing teams and investors.
A leading European investment manager
- Financial Services
- Large
Kurtosys unified fund websites and microsites for a leading European investment manager. The new platform improved accessibility, data accuracy, and... client engagement. Inbound leads grew by 20% and compliance issues dropped by 20%. Real-time data and automation reduced manual effort and boosted data accuracy. The solution delivered a consistent, investor-focused digital experience across regions.
Kurtosys built a new WordPress website for Commonfund, a nonprofit asset manager. The new site doubled monthly traffic and made... content updates much easier for the marketing team. Kurtosys added SSO, interactive fund tools, and integrated HubSpot and Google Analytics for better investor tracking. The marketing team now has full access to fund data and can audit it easily. Commonfund can monitor investor behavior and content engagement more effectively.
Aberdeen Investments
- Financial Services
- Very Large
Edinburgh, UK
Kurtosys Cloud helped Aberdeen Investments automate factsheet document production. The platform now generates 7,500 documents monthly in 11 languages. Aberdeen... reduced costs, increased production volume, and improved compliance with new regulations. The solution integrated Aberdeen’s data service layer for seamless, scalable delivery. Centralized data and automated workflows support global fund operations and regulatory needs.
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 delivered 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.
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 platform 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.
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.
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 performance 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.
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 and 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.
