Case Study: SALI Fund Services enhances its client portal with Kurtosys DXM

SALI Fund Services launches next-generation portal for 100+ IDFs with Kurtosys

SALI Fund Services, a turnkey provider for Insurance Dedicated Funds (IDFs), sought to launch a next-generation client portal to better serve its clients. The company partnered with vendor Kurtosys and utilized its DXM platform to drive the development of this new portal, aiming to create a centralized resource for fund information and improve data delivery.

The solution implemented by Kurtosys involved a technical integration with SALI's systems to power the new portal, providing up-to-date performance reporting and document distribution. This streamlined the data integration process, giving SALI's clients immediate access to critical fund data and documents. The partnership also included using Kurtosys Documents to automate factsheet production, reaping further efficiency gains. As a result, SALI enhanced its client offering with a state-of-the-art, user-friendly portal that facilitates compliance and ensures operational efficiencies for the approximately $12.5 billion in assets it administers.

SALI Fund Services