Kurtosys’ solutions cater for the diverse reporting requirements of client servicing, investment performance, portfolio analytics and reporting operations.
Our document management facilities offer fully customisable document design capabilities and a library of ‘out-of-the-box’ specialist reports that can be easily adapted for specific reporting requirements. Kurtosys’ document management capabilities provide direct and seamless integration with all of Kurtosys’ business solutions, including client reporting, marketing documents, websites and client portals, delivering improved client service and control in information delivery.
Document design
- Custom document specification and design – e.g. factsheets, statements, web books
- Standard libraries – access to 100’s of standard reports for financial reporting, e.g. fund manager documents, subscriptions, redemption, transfers by fund/class breakdown
- Reusable configurations for high-volume production
- Multi format output – Adobe PDF, PowerPoint, Microsoft Excel, XML, CSV
- Table of contents
- Data book compilation
Template design
- Upload marketing templates from Adobe InDesign, Quark etc to use in document production
- Custom or standard templates for financial reporting – e.g. fund facts, manager details, risk management, NAV calendar, dealing instructions
- Web-based Template Designer – drag-and-drop, flow layout, custom configuration
- Personalisation of documents and content – add corporate branding, define layout and structure
- Component-based configuration – text, tables, images, chart libraries
- Styling control – typography, table and chart styling
File generation
Kurtosys delivers rich interactive documents through the Kurtosys document server, enabling autonomy from vendor-specific reporting engines and the flexibility to interface with different reporting environments. Our flexible file generation capabilities harness the power of our technology partners for superior, production-quality print and web-ready output.
- Adobe InDesign®
- Actuate®
