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A blog for innovative fund marketing and investor servicing professionals

Why Would I Store My Data In More Than One Database?

By Steve Perry on May 21, 2015

In order to provide our asset management clients with digital marketing and client reporting tools, our clients give us huge amounts of data that must to be stored securely, efficiently and be returned to them within…

What it Takes to Bring Fund Data to Life on Your Website

By Gerritt Graham on May 18, 2015

We recently ranked the top 20 fund manager websites in both the United States and Europe in one of our most popular blog posts yet. We used the sites’ fund tools (e.g. fund performance tables and…

Is There a Place for Asset Management Brands on Vine?

By Cami Crawford on May 14, 2015

Vine is a mobile app that enables users to create six-second videos and easily share them across social media platforms like Twitter, Facebook personal profiles (not available for sharing on a company page) and Google+. The…

Kurtosys Teams Up with Sanshil Foundation

By Scott Gellman on May 13, 2015
india flag

In April, CEO Jeff Hendren traveled to our office in Gurgaon to kick off our plans to give back to the community by contributing our time to The Sanshil Foundation. The Sanshil Foundation provide children from…

Three Myths About WordPress

By Paul Fawcett on May 11, 2015

On May 19th, I will be hosting a webinar along with two of my colleagues Gerritt Graham and Rich Watts. It will be an engaging 45-minute webcast on how to take back the reigns of your…

Being Part of a Team: My Life as a Kurtosys Intern

By Pete Chitvicheankul on May 8, 2015

Meet Pete – a Kurtosys intern in the engineering department. Learn what it was like for him to go from a relaxed university schedule to a dynamic and challenging professional environment. When I first decided to…

10 Ways to Make WordPress a Powerful Platform for Asset Managers

By Mash Patel on May 7, 2015

In previous blogs, we have talked about why we at @Kurtosys have chosen WordPress as our “content manager” for housing our suite of widgets, tools, APIs and data/content engines. WordPress is a flexible and user-friendly container for…

Social Media for Asset Managers Series: Google+

By Cami Crawford on April 30, 2015
social media for asset managers

Not all social media sites are the same. Asset managers can’t just use the same sales tactics or post the same content across all platforms. It just doesn’t work that way. Some content is better received…

5 Things We Can Automate In Your Fund Factsheets

By Gerritt Graham on April 24, 2015
Fund Factsheet Automation

Automating manual processes, like fund factsheet creation, is simple and advantageous. It saves time, reduces costs, lightens up the workload and minimizes errors. Nonetheless, many firms are still manually and inefficiently creating fund factsheets. Technology does…

Social Media for Asset Managers Series: LinkedIn

By Cami Crawford on April 23, 2015

Unlike any other social media site, LinkedIn is a platform intended for professional usage and attracts a different audience than you might typically find on Twitter or YouTube. Asset managers need to capitalize on the unique…

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