We’re excited to announce that we’re in the process of making some UX improvements to the Kurtosys platform, most notably a switch in how we name our modules. 

Why the change?

Since we started on the journey of re-platforming Kurtosys in 2015, we’ve seen an astonishing growth in the number of features in the platform, the breadth of problems that we have been able to solve for our customers, and the types of firms we have been able to help.  

As the platform has grown, we felt the naming become more and more restrictive, confining our messaging to the asset management industry which – while a crucially important vertical for us – is no longer our only stomping ground. Furthermore, our customers referred to us and our platform invariably as “Kurtosys” rather than FundPress or InvestorPress, and so it felt natural to cement our name as the centerpiece of our brand. 

Not just a name change

While our module name changes will certainly be the most noticeable part of our next release – it doesn’t end there. 

We’re also shifting our platform to have a stronger focus on the relationships you build with your clients and the ways in which you can enable your marketing and sales teams to increase the time they spend actually communicating with clients and prospects. What’s more – to bring you a true enterprise-level experience, the Kurtosys modules seamlessly integrate with each other helping you reduce your vendor footprint. 

The Kurtosys digital experience management (DXM) platform – previously included in our product as WordPress for Finance but now with even more features – will enable you to launch your financial websites and portals in record time. This will enable your marketing teams to launch new products quicker, put critical materials in the hands of your sales teams in real-time, and push key reports and insights to your customers faster than ever before. This release will also bring deeper snapshots integration for DXM, unifying the snapshot search experience between sites. 

With Kurtosys Documents (previously DocPress) you can produce reports and marketing materials in a fraction of the traditional time, drastically lower costs through automation, mitigate compliance risks with workflows and auditing, and push updated documents to your site as soon as they become available. Kurtosys Documents will soon also offer a Microsoft Office integration – making it even easier for you to produce your marketing documents. 

Meanwhile, Kurtosys Communities, previously known as InvestorPress, extends the DXM platform and allows GFIs to quickly create secure and personalized portals to share critical reporting, enablement tools, and other private information. Documents created in Kurtosys Documents can also be pushed to your secure portals created in Communities with the click of a button – saving you time and increasing client satisfaction as they have access to updated information much sooner than before.  

Furthermore, Kurtosys Studioallows you create complex financial apps and visualizations with zero coding, deliver beautiful client experiences quickly and lower compliance risk by leveraging single source data across DXM and Documents.  

Lastly, Kurtosys Data (previously FundPress)  provides a single source of data for all your experiences and documents created within the Kurtosys platform. With Kurtosys Data you can avoid multiple costly integrations, ensure data consistency and centralize disparate data workflows in a fully audited environment.   

With the Kurtosys enterprise experience cloud, you can reduce the time-to-market for your website, marketing documents and portals by over 50% leading to increased revenue and lower costs – all while being assured of your data security and compliance. Complete the form below to request a demo today.