automation

5 Things We Can Automate In Your Fund Factsheets

By Garth Alistoun on January 23, 2019
Things-We-Can-Automate-In-Your-Fund-Factsheets

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 asset management firms are still manually and inefficiently creating fund factsheets…

Latest Kurtosys release introduces new Segmentation List features

By Leandi Kolver on December 11, 2018

We’re excited to announce the latest Kurtosys release which comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.     FundPress Segmentation Lists allows you to…

AMMF #44: Frontier markets, crypto-versity, DJ D-Sol’s mix

By Elliot Burr on July 20, 2018
20-July-Roundup-FI

Welcome to our asset management marketing focus This week’s round up brings you a frontier markets fund launch, furthered steps for Women in Finance, crypto-university, and a mix from GSAM’s new CEO, DJ D-Sol. Movers & Shakers…

‘No company without technology’: Jupiter’s Paul Kay on data science

By Sam Shaw on June 27, 2018
Data-Science-Jupiter

Paul Kay, Jupiter’s head of technology, reveals some lessons from his previous roles in the banking sector, lays out his ambitions for improving the group’s capabilities in data science and admits his bias in believing technology…

Wherever there is change there is opportunity: a CTO’s view

By Sam Shaw on April 3, 2018
Evolution-CTO

Kurtosys spoke recently with Matthew Oakeley, chief technology officer at Investec Asset Management about the dangers of believing technological hype, how regulation may be a necessary evil but it shouldn’t define your business as an asset…

High Touch to High Tech: US World Wealth Report Confirms Need for Industry Shift

By Suzanne McGee on December 31, 2015
us-world-wealth

The traditional marketing pitch of a wealth management company seeking to win the business or retain the allegiance of a wealthy U.S. client has tended to sound something like this. We’ll sit down with you and…

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