Approval Groups

Kurtosys Approval Groups enable you to seamlessly manage the workflow of your content such as fund commentaries, disclaimers and fund documents working with your compliance, marketing and other internal teams.

Ensure only accurate information is published and distributed

Mitigate Compliance Risks

Reduce risk by collaborating with your compliance team to ensure only legally acceptable information is published.

Save Time & Resources

Work with your marketing and compliance teams to ensure all information is correct before it goes live, eliminating the risk of time-consuming changes having to be made later on.

Bank-Grade Secure

DDoS protection, intrusion monitoring, and ISO 27001 certification means we protect your data at all layers of the Kurtosys platform.

Kurtosys Approval Groups enable you to create lists of users with a common role or function and ask them to approve steps or content for financial documents or product pages. This may be a group of users within the same corporate department like Marketing, a group of Fund Managers working with a particular client or a legal team responsible for compliance.

Approval Groups are used in three different modules within Kurtosys: Disclaimers, Commentaries and Production Centre, ensuring that only accurate and legally compliant information is published and distributed.

Compliance Workflow

Use Approval Groups to ensure only accurate and legislatively compliant information is published.

Simple Setup

Easily create new Approval Groups and add or remove users from existing groups.

Various Business Functions

Create Approval Groups to approve content on behalf of different departments in your organisation.

Approval Groups in Action

 

 

What is FundPress?

 

Learn more about the Kurtosys Platform

author

Kurtosys Platform


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


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.

Read now
author

Kurtosys Platform


Kurtosys’ latest release introduces Enterprise Security Features


Leandi Kolver on August 21, 2018

Enterprise security features in this release provide flexible settings in line with common InfoSec requirements set by global financial institutions.

Read now
author

Kurtosys Platform


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


Leandi Kolver on July 10, 2018

This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of user impersonations. Also included in this release is the introduction of custom fund and share class identifiers.

Read now

Request a Demonstration

Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.