Kurtosys Platform

Latest Kurtosys release introduces new Segmentation List features

By Leandi Kolver on December 11, 2018

We’re excited to announce the latest Kurtosys release which comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.     FundPress Segmentation Lists allows you to…

Latest Kurtosys release introduces document watermark passwords, disclaimer & commentary hyperlinks

By Leandi Kolver on September 20, 2018

We’re excited to announce the latest release of Kurtosys which includes various feature enhancements to improve document security and give you more control and flexibility.   Improved document security with Watermark Passwords To give you even…

Kurtosys’ latest release introduces Enterprise Security Features

By Leandi Kolver on August 21, 2018

We’re excited to announce the latest release of Kurtosys which includes various new enterprise security features. The features included in this release helps you reduce risk by providing flexible security settings in line with common InfoSec…

Latest Kurtosys release introduces 2FA, user emulation, custom identifiers

By Leandi Kolver on July 10, 2018

We’re excited to announce the latest release of Kurtosys which includes various new features and feature enhancements. This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of…

Introducing Kurtosys DocPress & Enhanced Admin Features

By Patrick McKenna on March 14, 2018
kurtosys docpress

We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology: DocPress. We’ve also made some changes to the user interface and introduced some major enhancements…

Using Kurtosys to store, manage & distribute all your financial documents

By Alexandra Filippova on January 22, 2018
financial document distribution

One of the most common challenges our customers experience is being able to collectively store and distribute all of their financial documents, in a cohesive and centralised fashion. For asset managers, this often includes fund literature…

Introducing Snapshots, a new compliance feature in Kurtosys

By Alexandra Filippova on November 9, 2017
Kurtosys Snapshots

We’re excited to announce a new feature in the Kurtosys platform called Snapshots. Kurtosys users are now able to comply with aspects of record-keeping regulations in their geographic locations (such as MiFID II), by saving ‘snapshots’…

See all of your fund data in one aggregated view

By Patrick McKenna on March 21, 2017

An integral part of the FundPress app is the ‘Funds’ tab within the data hub. Within this section, you can manage all properties, allocations, statistics and timeseries data associated with Fund, Class or Benchmark entities. You have…

How to manage fund entitlements using segmentation lists

By Patrick McKenna on March 1, 2017
FundPress Segmentation

FundPress allows you to control the fund or share class data that can be shown to different investor groups on your website. You can set up customized rules for what funds should be available for each…

How to author and manage fund data commentaries using FundPress

By Patrick McKenna on February 22, 2017
FundPress Commentaries

Our FundPress cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow centralized all in one place. A user can add a new ‘commentary type’ within the Data Dictionary tab,…

How to centrally manage all your fund disclaimers and approval workflow

By Patrick McKenna on February 16, 2017
FundPress Disclaimer Management

One of the key benefits of FundPress is that it offers a centralized Disclaimer Management System for marketers. This feature is a great time-saver as you can author, as well as build out an entire workflow…

Manage your global data properties with FundPress translations

By Patrick McKenna on February 2, 2017
fundpress translations

If you’re working with fund data across multiple countries, then you’ll already be familiar with translations and probably a translation vendor, but they might not be centrally housed with all your data in one place. That’s…