We are pleased to announce that the new Kurtosys platform UI is now live. With the latest release we’ve made various UX improvements to the platform, including a switch in how we name our modules.  

 

 

With this release we’re shifting our platform to have a stronger focus on the relationships you build with your clients and the ways in which you can enable your marketing and sales teams to increase the time they spend communicating with clients and prospects.  

The new Kurtosys module names that have now taken effect are:  

Kurtosys DXM 

The WordPress for Finance module previously included in our product has been renamed Kurtosys DXM (Digital Experience Manager). This module allows you to launch your financial websites and portals in record time and put critical marketing materials in the hands of your salespeople, as well as push key information to your customers faster than ever before.  

This release also brings deeper snapshot integration to Kurtosys DXM, for enhanced regulatory compliance.  

Kurtosys Documents 

With Kurtosys Documents(previously DocPress) you can produce reports and marketing materials in a fraction of the traditional time, drastically lower costs through automation, mitigate compliance risks with workflows and auditing, and push updated documents to your site as soon as they become available.  

Kurtosys Communities 

The functionality of InvestorPress is now included in the Kurtosys Communities module. With Kurtosys Communities you can easily create secure and personalized portals to share critical reporting, enablement tools, and other private information.  

Documents created in Kurtosys Documents can also be pushed to your secure portals created in Communities with the click of a button – saving you time and increasing client satisfaction as they have access to updated information much sooner than before.    

Kurtosys Data  

FundPress has been renamed Kurtosys Data, however, all the module’s functionality has remained. The Kurtosys Data module provides a single source of data for all your experiences and documents created within the Kurtosys platform. With Kurtosys Data you can avoid multiple costly integrations, ensure data consistency and centralize disparate data workflows in a fully audited environment.    

Kurtosys Studio 

No changes have been made to the Studio module with this release. With Kurtosys Studio you can create complex financial apps and visualizations with zero coding, deliver beautiful client experiences quickly and lower compliance risk by leveraging single source data across DXM and Documents.   

All these modules seamlessly integrate with each other to bring you a truly enterprise-level experience and helping you reduce your vendor footprint.  

In addition to these new features, the latest release also included various bug fixes and enhancements. For more information on these, please refer to the full release note on help.kurtosys.com