Document Distribution

5 signs it’s time to consider outsourcing your fund marketing document production

By Garth Alistoun on March 9, 2019

The asset management industry is under constant pressure to keep fees as low as possible. To do this, while remaining profitable, you have to find ways to keep your business costs down. Once cost-cutting strategy that…

Digital marketing essentials for a complete ECM ecosystem in financial services

By Richard Watts on February 11, 2019

At Kurtosys, we are seeing marketing and technology departments collaborate more than ever to ensure businesses get maximum efficiency across their digital footprint. One of the biggest plays towards this is executing an Enterprise Content Management…

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

By Garth Alistoun on January 27, 2019

The asset management industry is on a voyage of digital discovery, with firms spending more than ever before on digital marketing and tools. Firms of every size are beginning to understand how digital channels can help…

Your Compliance Team’s 2019 Resolution

By Carolyn Marsh on December 10, 2018

January 1, 2021 is the first date that your 40-Act funds can switch from shareholder report delivery (printed or electronic) to a new online publication process known as “notice-and-access.” Notice-and-access is just as it sounds: investment…

7 Examples of fund document libraries with good UX design

By Paul Fawcett on February 13, 2018

Documents are a critical part of any investment product and so careful attention is required in presenting these on asset management websites. This is especially important for those investment managers literally generating thousands of documents across…

Using Kurtosys to store, manage & distribute all your financial documents

By Alexandra Filippova on January 22, 2018
financial document distribution

One of the most common challenges our customers experience is being able to collectively store and distribute all of their financial documents, in a cohesive and centralised fashion. For asset managers, this often includes fund literature…

Digital Factsheets – The Future has Arrived

By Mash Patel on June 15, 2016
fund factsheets montage

The FundForum conference, this year held in the more austere setting of Berlin, always seems to infuse some much needed energy into our industry and provide executives with their annual opportunity to reflect on the challenges…

6 Elements of the Perfect Secure Portal [INFOGRAPHIC]

By Paul Fawcett on November 24, 2015
6 Elements of the Perfect Secure Portal for wealth management

If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…

Asset Management in the Digital Age

By David Prosser on November 12, 2015

Who wants paper from their asset manager or wealth management firm? In most markets, customers are charged to upgrade when new services become available, but in the investment business, this model has been turned on its…

The Key to Managing Documents in the Mutual Fund Industry

By Mash Patel on May 27, 2014
skeleton key

If you’re reading this blog it’s highly likely that you have some form of interest in how your organization manages what we at Kurtosys often refer to as the “Document Explosion” problem. We are delighted to…

Flash Boys and Document Doctors

By Ian Rees on April 18, 2014

Along with plenty of fund folks and a few “civilians” partial to a good story, I am currently reading Flash Boys: Cracking the Money Code, the latest narrative exposé from Michael Lewis that zeroes in on…

Distribute Your Marketing Documents: New Channels are Emerging

By Mash Patel on January 21, 2013
Distribute Your Marketing Documents

At Kurtosys, our customers are typically asset managers.  We focus on providing them with digital tools to enhance fund marketability.  We provide a client service as opposed to a market service. That makes distribution a paramount…


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