Kurtosys corporate and product slide deck nov 2010

Presentation

Corporate & Product Deck

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Corporate & Solution Profile Kurtosys Client Communications Platform

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Management Team Investors

Staff Profile

Revenue

Mash Patel (CEO)

Harry Thomson (CTO)

Phil Goffin (President)

Phil Black (Co-founder )

Located in London, England with offices in US (sales), India (production and implementation), South Africa (support) & Australia (Support)

David Lynch (Operations)

Advisors

Virginia Gambale (Jet-Blue)

David York (Paul Capital)

Ivar Eiletsen (People Capital)

Offices

£6MM 2010 Target

£8.8MM On track for 2010

Client Communications Platform for Asset Managers:

Data Management Reporting Web Content Management Web Tools Presentation Email Campaign Tools Mobile Devices

Solutions

Simon Rose (Commercial)

75 Highly experienced individuals

From Asset Management or Vendors servicing Asset Managers

Management team has 15 years + experience in Asset Management

53 Asset Management firms globally using 68 Business solutions

Customers

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Kurtosys Profile

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Installed Managed Services/Hosted Business Process Outsourcing

Customer deployment

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Data Management Design Document Process Distribution

Client Communications

Client Communications

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Data Feeds Staging Tables Validation Rules Transformation Rules Processed Data

•  Full ETL (extract, transform, load) toolset through a GUI.

•  Structured & unstructured data management

•  Data governance & compliance •  Define validation rules •  Monitor and correct errors •  Gold copy before publication & multiple feed management

•  Available as a standalone solution and for use beyond client reporting!

Data Management

Data Files

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Kurtosys EDM Data Object Component Building Output

Component Driven •  Complete reusability •  Complete flexibility

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Design •  Word or Adobe InDesign Template

Management •  Simply use original documents and

deconstruct •  Apply a user references for all tables,

charts, commentary, images that are controlled in the solution

•  Input into Word or Adobe and upload

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Structured Data Kurtosys EDM

Unstructured Data Kurtosys EDM

Or User Interface

Workflow Process Scheduling Email Alerts

User/Role based

Permissions User and Entity

Level

Document Process •  Single or batch document processing •  Scheduled, ad-hoc, data driven •  Data through to distribution

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Distribution •  Multi channel distribution •  Integration with CRM's

Email  

 Secure  Portal  

   Corporate  Website  

     Secure  Portal  

       Print  &  Fulfilment  

         File  Loca9ons  

           Mobile  Apps  

             iPad                                

Client Communications Product Suite

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Client Reporting •  Statements •  Investment Reviews •  Financial Reporting •  Pitch Books •  Ad-hoc Reporting

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Fund Reporting •  Factsheets •  Databooks •  Product books •  Term Sheets •  KIID •  Annual Reports •  Brochure-ware

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Wealth & Investor Reporting •  Statements •  Factsheets •  Summary •  Audited Accounts •  Tax Statements

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Web Content Management •  Corporate websites •  Microsites •  Secure portals •  Analytical web tools

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Presentation Management •  Corporate decks •  Pitch books •  Custom slides shows •  Workflow & compliance

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•  Mobile device platform •  Corporate and Secure Apps •  Interactive Documents •  Transaction processing

Mobile Devices

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•  Web based product •  Custom HTML emails •  Full subscriber management •  Online reporting & analysis •  Linked to web sites

Email Campaigns

Testimonials

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Jason Wood, Director “This implementation fits perfectly with our Global Target Operating Model, it will increase the quality of our client service proposition and will enable us to leverage our resources better across our London and Singapore global operating hubs”.

Shawn Smith, CTO “Under the current market conditions, transparency, timeliness and accuracy are of the utmost importance in acquiring and retaining clients. Kurtosys gives us complete control over the client reporting process and allows us to deliver a high quality product to our customers. We are extremely happy with the managed service team and solution”.

Mike Evens, Marketing Director “With the presentation tool, we are now able to manage and distribute custom presentations that reflect a consistent corporate brand across our product range. The availability of workflow tools and sophisticated user permissioning ensures the integrity of the slide deck management process”.

Testimonials

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Neil Tunley, IT Director “The decision to select Kurtosys’ mobile platform was made easier by virtue of the fact we already have in place their platform for extensive data management and fund reporting. The integration of their latest iPhone offering was seamless and delivered within 4 weeks".

Cliff Warner, Operations Director "...However, the result of the acquisition of FundWorks by Kurtosys provided London & Capital with the desired technical capabilities as well as access to a significant industry domain expertise that will allow us to take our business forward and deliver state of the art reporting to our clients and achieve greater operational efficiencies."

James Tucker, Head of Pooled Funds “Within a very short space of time, the Kurtosys service was delivering us timely and accurate fund factsheets for distribution. The set up and configuration work was completely managed by Kurtosys in a professional manner, testimony to their implementation process”.