Articles by Leandi Kolver

21 interesting facts about the wealth management industry [INFOGRAPHIC]

By Leandi Kolver on August 12, 2019

There are expected to be 7.7 million more high-net-worth-individuals (HNWIs) in the world by 2023, according to a report by wealth data business, Wealth-X. This equates to $20.9trn of newly created wealth in the next five…

Latest Kurtosys release includes translation enhancements, introduces Studio

By Leandi Kolver on August 6, 2019
Kurtosys FundPress

The latest Kurtosys release includes enhancements to the translations module and the introduction of Kurtosys Studio – a module that will ultimately allow you to configure apps for your fund website with zero coding knowledge required.     The…

Digital transformation in asset & wealth management – catering for the future investor

By Leandi Kolver on July 29, 2019

When it comes to digital transformation, specifically as it relates to client interaction, the asset and wealth management industries have generally lagged behind their banking counterparts – showing slower adoption of technologies to ease and improve…

Connecting the Dots – Nerina Visser [Podcast]

By Leandi Kolver on July 17, 2019
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In this edition of our Connecting the Dots podcast we speak to Nerina Visser, Director & co-owner at etfSA Portfolio Management Company. In this podcast, Nerina discusses the ETF landscape and why they are a good…

Connecting the Dots – Dr Adrian Saville [Podcast]

By Leandi Kolver on June 24, 2019
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In this edition of our Connecting the Dots podcast we speak to Dr Adrian Saville, Founder and Chief Executive at Cannon Asset Managers and Professor at the Gordon Institute of Business Science. In this podcast, Adrian…

Latest Kurtosys release includes FundInfo distribution, DocPress feature enhancements

By Leandi Kolver on May 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with…

Connecting the Dots – Byron Lotter [Podcast]

By Leandi Kolver on
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In this latest episode of our Connecting the Dots podcast series, we chat to Byron Lotter, Director at Vestact Asset Management, based in Johannesburg. In this Podcast, Byron explains why personalisation is so important to South…

The true meaning of digital transformation and the potential of big data – Investec IMS

By Leandi Kolver on March 25, 2019

Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space, discusses personalisation and AI and outlines future technology developments on the cards at Investec. Please…

Connecting the Dots – Daryll Welsh [Podcast]

By Leandi Kolver on March 19, 2019
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In this episode of the Kurtosys Podcast we speak to Daryll Welsh, Head of Product at Investec Investment Management Services (IMS). Daryll has been involved in the investment industry for close to 25 years now and…

Latest Kurtosys Release includes further Document Production Center enhancements

By Leandi Kolver on March 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center, following on from the range of new features included in the February 2019 release. The new features will help you streamline your document…

Latest Kurtosys release introduces new Document Production Center features

By Leandi Kolver on February 19, 2019

The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center to give you more control over, and visibility into, your document production process – while also improving document accuracy and saving you time….

The Top 7 Digital Marketing Trends to Hit Financial Services in 2019

By Leandi Kolver on December 17, 2018

As 2018 draws to a close it’s the perfect time to look ahead and plan for the challenges and opportunities 2019 will bring. With this in mind, we’ve lined up the top 6 digital marketing trends…