Case Study: Tavistock Wealth achieves rapid, self-service fund factsheet automation and 6-week turnaround with Kurtosys Systems Limited

Tavistock and Kurtosys complete rapid powerful fund factsheet automation project

Tavistock Wealth, a progressive investment and wealth manager offering ACUMEN portfolios and model solutions, faced a heavily manual factsheet production process and needed to streamline data integration and document production so advisers could access timely documents. Tavistock Wealth appointed Kurtosys Systems Limited in November to automate factsheet production using Kurtosys Documents/Kurtosys Studio and an integrated InDesign Studio, with a challenging deadline for the January factsheet run.

Kurtosys Systems Limited delivered a standardized industry data dictionary, a business‑friendly data loader using Apache NiFi, simplified templates with conditional business logic, and integration via InDesign Studio, while the teams collaborated over Microsoft Teams. The vendor produced 66 factsheets for 10 funds and model portfolios within a six‑week turnaround (delivered in early January), enabling Tavistock Wealth to self‑service factsheet generation in the Kurtosys app and realize faster decision‑making and ongoing automation efficiencies.

Tavistock Wealth