Key Takeaways
- • J.P. Morgan Asset Management has named Kurtosys its strategic technology partner for client reporting, following an evaluation and onboarding process lasting more than 15 months.
- • The engagement was intended as a broader partnership to modernize J.P. Morgan Asset Management's client reporting across its global business, not a conventional technology procurement.
- • The initiative aims to consolidate reporting workflows spanning multiple platforms by pairing Kurtosys's reporting platform with J.P. Morgan Asset Management's golden source data systems.
- • Kurtosys cites built-in audit trails, approvals and regulated communications compliance, with an AI roadmap that J.P. Morgan Asset Management's client reporting head said set the firm apart during evaluation.
- • J.P. Morgan Asset Management reported $4.8 trillion in assets under management as of 9/30/2026.
Summary
J.P. Morgan Asset Management has announced a strategic partnership with Kurtosys, onboarding the company as its strategic technology partner for client reporting. The selection followed an extensive global evaluation and onboarding process lasting more than 15 months, according to the announcement distributed via Business Wire from London.
J.P. Morgan Asset Management said its evaluation of Kurtosys evolved beyond a technology procurement exercise into a broader partnership focused on modernizing the firm's approach to client reporting. The firm is seeking to consolidate a reporting environment that spans multiple platforms and workflows across its global business. The stated goal is to create outputs that can transform the client experience, combining a purpose-built reporting platform with J.P. Morgan Asset Management's suite of golden source data systems to serve multiple client personas and business units at scale.
The transformation is intended to increase alignment across regions and business units while strengthening governance and workflow controls. Reporting teams will gain greater ownership and self-service, drawing from a consistent, governed data foundation to deliver outputs in formats tailored to each client's needs. Over time, the engagement is intended to serve as a foundation for further automation and AI-enabled capabilities, including support for emerging data exchange protocols that would let clients receive reporting data in their preferred format and channel.
Lee Godfrey, CEO of Kurtosys, said client reporting is "as much an operating model challenge as a technology challenge," and described the programme as reflecting industry movement toward more automated, governed and intelligent reporting environments. John Gibson, Managing Director and Head of EMEA Client Service, Global Client Reporting at J.P. Morgan Asset Management, said Kurtosys complements the firm's ongoing work modernizing its data layer and gives reporting teams the tools to create and maintain reports globally across asset classes, client channels and regions. He cited the platform's design for client reporting professionals and its AI roadmap as differentiators.
Kurtosys, according to the announcement, supports complex client reporting at enterprise scale, with built-in audit trails, approvals and regulated communications compliance. The company says its platform supports over 8,000 funds for investment managers across Europe, North America and the Middle East. J.P. Morgan Asset Management, which offers investment management across equities, fixed income, real estate, hedge funds, private equity and liquidity, reported assets under management of $4.8 trillion as of 9/30/2026.
J.P. Morgan Asset Management said its evaluation of Kurtosys evolved beyond a technology procurement exercise into a broader partnership focused on modernizing the firm's approach to client reporting. The firm is seeking to consolidate a reporting environment that spans multiple platforms and workflows across its global business. The stated goal is to create outputs that can transform the client experience, combining a purpose-built reporting platform with J.P. Morgan Asset Management's suite of golden source data systems to serve multiple client personas and business units at scale.
The transformation is intended to increase alignment across regions and business units while strengthening governance and workflow controls. Reporting teams will gain greater ownership and self-service, drawing from a consistent, governed data foundation to deliver outputs in formats tailored to each client's needs. Over time, the engagement is intended to serve as a foundation for further automation and AI-enabled capabilities, including support for emerging data exchange protocols that would let clients receive reporting data in their preferred format and channel.
Lee Godfrey, CEO of Kurtosys, said client reporting is "as much an operating model challenge as a technology challenge," and described the programme as reflecting industry movement toward more automated, governed and intelligent reporting environments. John Gibson, Managing Director and Head of EMEA Client Service, Global Client Reporting at J.P. Morgan Asset Management, said Kurtosys complements the firm's ongoing work modernizing its data layer and gives reporting teams the tools to create and maintain reports globally across asset classes, client channels and regions. He cited the platform's design for client reporting professionals and its AI roadmap as differentiators.
Kurtosys, according to the announcement, supports complex client reporting at enterprise scale, with built-in audit trails, approvals and regulated communications compliance. The company says its platform supports over 8,000 funds for investment managers across Europe, North America and the Middle East. J.P. Morgan Asset Management, which offers investment management across equities, fixed income, real estate, hedge funds, private equity and liquidity, reported assets under management of $4.8 trillion as of 9/30/2026.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.