Store all of your financial documents in the cloud, and provide secure and entitled access through your own branded portal.Get Demo
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.
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.
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
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.
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.
Our security processes and management align to our global ISO-27001 certification.
A proactive, dynamic monitoring strategy that reveals issues as they happen.
Improve UX by connecting multiple web applications together.
Kurtosys has partnered with Akamai, a world class provider of content delivery networks.
Simple and effective solutions to mitigate the growing threat of DoS and DDoS attacks.
Comply with SEC rules by preserving an audit trail of all website changes.
Stop front door attacks by using a layered defense to website logins.
Connect your fund data with Salesforce or Marketing Automation platforms.
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…
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…