author

Podcasts


Connecting the Dots – Dan Sondhelm [Podcast]


Elliot Burr on February 13, 2019

Dan Sondhelm (CEO, Sondhelm Partners) chats about how to best leverage new technologies in the face of regulation and disruptors in our first podcast.

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author

Digital Marketing


Digital marketing essentials for a complete ECM ecosystem in financial services


Richard Watts on February 11, 2019

Rich Watts outlines ways for financial services businesses to succeed by benchmarking Enterprise Content Management digital maturity.

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author

Digital Marketing


Kurtosys Spotlight: CTI fund explorer, Adam Grimsley, rising insurtech


Elliot Burr on February 08, 2019

This week’s edition of Kurtosys Spotlight features CTI’s new fund explorer, asset and wealth management pressures, the Cross-Border Distribution Conference, and the industry’s Super Bowl reaction.

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author

Data Visualization


7 Tips to Creating the Perfect Fund Fact Sheet [INFOGRAPHIC]


Garth Alistoun on February 05, 2019

An infographic explaining seven tips to creating the perfect fund fact sheet, including advice on logos, color, tables, chart labels and more.

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author

News


Kurtosys gold sponsors at Cross-Border Distribution Conference


Elliot Burr on February 04, 2019

Kurtosys are proud to be gold sponsors once again for the 7th annual Cross-Border Distribution Conference in Luxembourg on 12 February 2019.

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author

Digital Marketing


Kurtosys Spotlight: Colin Bennett, ESG trends, top influencers


Elliot Burr on February 01, 2019

This week’s edition features GAM Investments’ digital leader, Hermes IM's website update, ESG trends, and the new reality of investment management.

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author

Interviews


Next-generation technology, investors and partnerships with AXA IM


Sam Shaw on January 31, 2019

Rob Bailey, head of wholesale distribution at AXA Investment Managers, chats about their long-term focus and capturing the next generation of investors.

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author

Digital Marketing


Why Knowing Who is Visiting Your Website is Important


Dan Sondhelm on January 29, 2019

Asset managers are looking for ways to maximize the ROI on their websites. Dan Sondhelm explains why approaching analytics from two perspectives works best.

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author

News


2018 – A Year in Numbers


Scott Gellman on January 28, 2019

2018 was the strongest year in Kurtosys’ history. Our CFO/COO Scott Gellman reflects on the milestones that the company made last year.

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author

Document Distribution


7 Reasons why doting on digital won’t mean the end of fund documents


Garth Alistoun on January 27, 2019

A list of seven reasons why doting on digital doesn’t mean an end to the importance of document management and production in asset management.

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author

Digital Marketing


Kurtosys Spotlight: CBRE Clarion Securities, Edouard Legrand, Davos


Elliot Burr on January 25, 2019

This week’s edition of Kurtosys Spotlight features CBRE Clarion Securities’ website, Franklin Templeton’s analysis of AI, collaboration in finance and roundups from Davos 2019.

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author

Fund Marketing


5 Things We Can Automate In Your Fund Factsheets


Garth Alistoun on January 23, 2019

Automating fund factsheets is advantageous and simple in most cases. We've highlighted 5 key areas that can be automated to save you time and reduce stress.

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