Document Distribution

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 Gerritt Graham 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
asset-management-digital-age

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
document-doctors

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…

9 Reasons Why Digital Fascination Won’t End Document Domination

By Mash Patel on April 1, 2014
Document Management

Asset management is mid-way through a voyage of digital discovery. Firms of every size are beginning to understand how digital channels can help them reach out and engage clients, but, underneath it all, clear, compliant documents…

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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