About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Kurtosys Announces the Availability of Their Next Generation Reporting Solution

Subscribe to our newsletter

Kurtosys Systems Limited – a global provider of client communications solutions, products and services today announces the availability of their next generation reporting solution.

Kurtosys Reporting Solution (KRS) represents the results of research into trends within client servicing and valued input from Kurtosys’ customers and partners to make available a truly business user friendly solution for the production of all types of asset manager reporting.

Key features of KRS include template design and management utilising Microsoft Word; configurable user and role based workflow decision support dashboards; a standard library of report templates and components; a standard (extensible) data model designed specifically for the asset management industry and integration with KEDM, Kurtosys’ enterprise data management solution to provide intelligence and understanding of reporting data.

KRS is a web-based solution for retail, wealth, alternative and institutional asset management. Delivered on an installed, hosted or outsourced infrastructure, it provides a complete solution for report customisation, data collection, report approval and automated distribution. With an integrated workflow and straight-through architecture, small or large service teams can automate the production of high volumes of financial documents yet retain the flexibility to customise designs and adapt to changing business requirements.

KRS closely linked to relationship management, investment performance, portfolio analytics and reporting operations. With comprehensive data management services, underpinned with strong workflow, KRS ensures a timely delivery to the customer of accurate information that is represented in a high quality format that fully supports and promotes the organisation’s brand.

Simon Rose, head of sales at Kurtosys said, “Kurtosys is committed to a strategy to deliver differentiated products to the asset management industry. This requires depth of functionality however, must be delivered simply and efficiently through the business user interface. User experience has become an established value as a core criteria used to determine product and development priorities and KRS demonstrates our commitment to this approach. In combination with greater performance and overall style, KRS provides a compelling value proposition significantly ahead of our competition.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: How to organise, integrate and structure data for successful AI

25 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Artificial intelligence (AI) is increasingly being rolled out across financial institutions, being put to work in applications that are transforming everything from back-office data management to front-office trading platforms. The potential for AI to bring further cost-savings and operational gains are...

BLOG

Salesforce to Buy Informatica, Betting on ‘Switzerland of Data’ to Drive AI

Data management giant Informatica is to be acquired by Salesforce in a deal valued at US$8 billion, giving the CRM behemoth a cloud-based data business on which to further build its artificial intelligence ambitions. The California-based companies entered into an agreement for the deal, which will see Salesforce buy all the Informatica stock it doesn’t...

EVENT

AI in Capital Markets Summit London

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...