Case Study: Motley Fool Asset Management achieves a mobile-first, compliant digital fund buying experience with Kurtosys Systems Limited

Motley Fool ASet Management - Customer Case Study

Motley Fool Asset Management (MFAM), a research-driven boutique asset manager, needed a mobile-first digital platform to present its mutual funds, ETFs, thought leadership and investor resources while meeting strict finance-industry compliance and data requirements. MFAM engaged Kurtosys Systems Limited and selected the Kurtosys DXM/platform and WordPress-based templates to deliver a compliant, design-focused site that could handle regular fund data, documents and calls-to-action such as “Invest Now.”

Kurtosys Systems Limited built a fresh, mobile-first site with a Fund Center, data loaders and APIs, and the Kurtosys Data component to simplify publishing, updating fund facts, disclaimers and adding new products; WordPress templates were configured to support MFAM’s compliance workflow. The launch has delivered a more accessible, streamlined user experience, enabled real-time updates by Operations and Marketing, and generated positive client and partner feedback, with further phased enhancements planned.

Motley Fool Asset Management

Carl Hendle

Vice President Strategic Development