Case Study: SALI Fund Services achieves a next-generation client portal and streamlined data delivery with Kurtosys Systems Limited

SALI Fund Services - Customer Case Study

SALI Fund Services, a turnkey provider of structuring and administration for Insurance Dedicated Funds (IDFs), launched a next‑generation client portal to centralize IDF information and solve the challenge of delivering up‑to‑date performance reporting, document distribution and regulatory disclosure to its US and international insurance carrier clients. The portal is driven by Kurtosys DXM and built to improve the investor experience while boosting operational and technological efficiency.

Kurtosys Systems Limited implemented a technical integration with its distribution cloud and deployed a secure, user‑friendly content portal, interactive performance and index comparison tools, and fully automated factsheet production using Kurtosys Documents. The solution gives SALI’s clients immediate access to performance, documents and data, has delivered measurable efficiency gains through automation, and supports SALI’s administration of roughly $12.5 billion across 100+ IDFs, with portfolio construction and efficient‑frontier modeling features coming soon.

SALI Fund Services

Cameron Vail

Chief Operating Officer