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Description
Kurtosys is a secure, cloud-based digital and reporting platform designed to make investment data & insight delivery pain-free. Our solutions provide an effortless experience for those in need of fully automated and powerful investment report systems, client portals and global investment websites.
Description
Proteus is an innovative platform that leverages technology to enhance accessibility to alternative investments for wealth managers, fund sponsors, and qualified investors. By facilitating the allocation of client capital into tailored portfolios of private market assets, it integrates vital functions such as research, due diligence, portfolio construction, and execution into a single system. The platform effectively simplifies intricate investment workflows by implementing a streamlined electronic subscription process, centralized onboarding, and automated administrative processes, thereby minimizing the typical obstacles present in private markets. Additionally, Proteus is designed to support the establishment and administration of feeder fund structures, addressing regulatory, governance, and operational challenges, which enables firms to concentrate on their investment strategies without being bogged down by infrastructure issues. Furthermore, it offers secure, customizable environments that include comprehensive monitoring and reporting tools, along with consolidated tax documentation, enhancing user experience and operational efficiency. This unique approach not only fosters better investment decision-making but also promotes a more seamless integration of alternative investments into traditional portfolios.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe InDesign
No
WordPress
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Kurtosys
Founded
2002
Country
United Kingdom, United States, Luxembourg, South Africa
Website
www.kurtosys.com
Vendor Details
Company Name
Proteus
Founded
2012
Country
United States
Website
www.proteuscapital.us
Product Features
Digital Experience Platforms (DXP)
Alerts / Notifications
No
Auto-Tagging
No
Blogs
No
Calendar
No
Content Modeling
No
Digital Asset Management
No
File Sharing
No
Form Builder
Yes
Forums / Message Boards
No
Headless CMS
Yes
Knowledge Base
No
Performance Monitoring
No
Personalization / Segmentation
No
Reporting / Analytics
No
Surveys / Polls
No
Templates
No
User Management / Permissions
No
Version Control
No
Wiki
No
Workflow Management
Yes
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
No
Investor Reporting
No
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
No
Portfolio Analysis
No
Portfolio Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
