Communities transform Kurtosys DXM websites into secure online portals, complete with cutting edge infosec and user experience features. Hierarchical layering of access is available allowing particular users access to areas or specific pages of sites based on roles or individual usernames.
Secure login experience
Single sign-on compatibility
Private and fully integrated data and documents
Seamless user experience between public and portal sites
User context and profile apps
There are two types of entitlements, data and document entitlements.
Data entitlements: These allow you to view data from a specific fund/share class/account. The user can only see data from very specific funds that they have been provided access to.
Document entitlements: Users with specific access based on jurisdiction or investor type will be able to view documents specific to their needs.