client reporting

Wealth managers beware: digital client servicing is no longer an option

By Mash Patel on July 12, 2017
digital client servicing

The wealth management industry is at a cross roads. Increasingly high costs of client servicing, a lack of successful investment in technology and changing demands from clients are all combining to reap havoc on the industry….

MiFID II Level 2: Sales, Distribution & Marketing…are you miffed?

By Mash Patel on October 3, 2016
MiFID-II Level 2

Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…

2015 Digital Marketing Practices at Asset Management Firms

By Luke Hinchliffe on October 22, 2015

What are the top challenges for digital marketers at asset management firms? What are the goals of digital marketing programs at firms? What are the most important channels for digital marketers? All of these questions and…

[Video] Asset Management Must Change to Meet Customer Needs

By Courtney McQuade on August 13, 2015

Lately, I’ve been referring to video over text to consume my usual dosage of news and insights. During my daily hunt to find current content on the industry, I came across a gold mine of good…

5 Signs It’s Time to Consider Outsourcing Your Client Reports

By Ian Rees on April 2, 2015

When belt-tightening became a necessity during the aftermath of 2008, there were many different strategies employed to find ways to cut costs whilst keeping service levels high. Of those strategies, there is one that has outlasted…

7 Tips To Creating The Perfect Client Reports [INFOGRAPHIC]

By Luke Hinchliffe on August 18, 2014

Since we love client reporting, we’ve created an infographic that provides the top seven tips for generating accurate and beautiful client reports. Wealth managers know that client reporting is the biggest opportunity to interact with investors. The…

Client Reporting: 11 Reports All Private Wealth Managers Should Provide

By Adele Caschera on August 14, 2014
client reporting

For investors, reporting is often the only touch point that is both automated and highly relevant. Rising client expectations require more focus on excellent customer service and providing reports that are more transparent, accurate and beautiful….

Client Reporting: 11 Ways Accounting Systems Fall Short

By Adele Caschera on January 22, 2014
11 Ways Investment Accounting Systems Fall Short in Client Reporting

The title of this post might have you expecting an assault on accounting systems. Well, I guess that’s one interpretation — but it’s not the purpose I’m aiming for. I’ve spent many years working to resolve…

Stories that sell: Data visualization in fund marketing and client reporting

By Matt Stone on June 12, 2013

“Much of the wealth management industry profits from making simple things complicated and then charging to translate them.”   — Nick Hungerford of (BBC radio 4 interview) Most people think fund management is complicated. Regardless of…

Kurtosys a Global Presence at both the London and Boston Client Reporting & Communications Conferences

By Luke Hinchliffe on November 20, 2012

Kurtosys will demonstrate some of the company’s newest offerings London, UK / New York City, US – 20th November, 2012 – Kurtosys Systems, a leading global provider of tools to attract and retain investor assets, will emphasize…

Introducing what investors really want…

By Hazel McHugh on June 28, 2012

A new survey of investors’ preferences regarding online access to fund marketing data, fund reporting services and mobile accessibility. Day in, day out, Kurtosys solve fund reporting problems.  We fix data issues, transform client reports and…

Kurtosys survey reveals that investor satisfaction hinges on reporting quality, interactivity & mobile

By Luke Hinchliffe on June 26, 2012
A Survey of Investors Preferences

London, UK — 26 June 2012 – A recent Kurtosys survey into investors’ preferences in fund reporting showed that client satisfaction hinges on the design and quality of reporting, interactive tools and mobile capability. 98% of…