Give clients and prospects secure access to relevant documents

Store all of your financial documents in the cloud, and provide secure and entitled access through your own branded portal.

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Document Control

Provide your investors and prospects with access to accurate, reliable documents whenever – and wherever – they need it. DocPortal provides an up-to-date repository of documents and enables you to respond 24/7 to ad hoc user or group requests for entitled information.

  • Aggregate documents from many sources giving you a centralized hub for distribution, irrespective of where the source files originate
  • Find documents quickly using advanced type-ahead search and filtering techniques
  • Eliminate the need for complex and unwieldy folder structures
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Mutual Fund factsheet gallery
Fund Document Metadata

Compliance Friendly

Manage compliance and distribution requirements with customized and jurisdiction-specific online disclaimers. DocPortal comes provisioned, as standard, with backup, Disaster Recovery, monitoring and application surveillance.

  • Administrative tools provide full reporting and version control history for a complete audit trail
  • Meet retention and evidencing requirements demanded by regulators and compliance departments
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Custom Branding

Customize your own private label portal with your branding, proprietary column headings and search parameters. DocPortal is mobile friendly and will maintain your look and feel throughout. Or you can seamlessly integrate your branded documents into your website or into your distributors' and partners' websites through our secure APIs

  • Extend your reach to prospects through a single branded portal
  • Increase your brand touch points with clients, prospects and intermediaries
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Brandable Secure Portals
Fund security

Secure Distribution

Distribute the right file, to the right person, at the right time, with a full audit history. You can provide controlled distribution of documents to an entitled user or group of users. With DocPortal, you can take back control of your content and streamline the way you distribute documents to multiple channels.

  • Automatically tag each document with customizable meta-data, ensuring proper entitlements on a regional and user basis
  • Use our secure APIs to integrate appropriate content into your partners' portals
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Scalable

Store a few documents or hundreds of thousands of documents in the cloud with bank-grade security. DocPortal supports any file format including PDF, Word, Powerpoint, Excel and JSON. And it allows you to securely distribute any document type including factsheets, investor letters, capital call notices, ADVs, tax and legal docs, prospectuses, application forms, statements and more.

  • Configure your portal quickly through our multi-tenant hosting
  • Increase your portal’s capacity without a breakdown in processes or communication
  • Simplify document control as you grow, reducing overhead costs
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Scalable
PLATFORM FEATURES
Bank-Grade Security

Bank-Grade
Security

Our security processes and management align to our global ISO-27001 certification.

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Monitoring

Strategic Enterprise Monitoring

A proactive, dynamic monitoring strategy that reveals issues as they happen.

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Secure Sign-on (SSO)

Single Sign-on
(SSO)

Improve UX by connecting multiple web applications together.

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Content Delivery Network (CDN)

Content Delivery Network (CDN)

Kurtosys has partnered with Akamai, a world class provider of content delivery networks.

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DDoS Mitigation

DDoS
Mitigation

Simple and effective solutions to mitigate the growing threat of DoS and DDoS attacks.

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Website Change Audit Recording

Website Change Audit Recording

Comply with SEC rules by preserving an audit trail of all website changes.

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Multi-factor Authentication (MFA)

Multi-factor Authentication

Stop front door attacks by using a layered defense to website logins.

CRM/MA integration

CRM/Marketing
Integration

Connect your fund data with Salesforce or Marketing Automation platforms.

FROM OUR FINTECH BLOG

The Key to Managing Documents in the Mutual Fund Industry

The Key to Managing Documents in the Mutual Fund Industry

If you’re reading this blog it’s highly likely that you have some form of interest in how your organization manages what we at Kurtosys often refer to as the “Document Explosion” problem. We are delighted to…

Distribute Your Marketing Documents: New Channels are Emerging

Distribute Your Marketing Documents: New Channels are Emerging

At Kurtosys, our customers are typically asset managers.  We focus on providing them with digital tools to enhance fund marketability.  We provide a client service as opposed to a market service. That makes distribution a paramount…

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