The Kurtosys Salesforce Integration allows you to manage your Kurtosys user profiles and permissions for documents and data from within Salesforce, making user management effortless and saving you time.
Make significant savings in time and resources by managing your Kurtosys user profiles and permissions from within Salesforce.
Using Salesforce as a centralised source for users allows for better control and reduces risk.
Manage document and data entitlements in sync with existing Salesforce investor types.
Add/replace Kurtosys user data entitlements in bulk from within Salesforce.
Manage your Kurtosys user profiles from within Salesforce and bulk add users to your Kurtosys instance.
Set document entitlements for Kurtosys users, in bulk, from within Salesforce.
Leandi Kolver on August 06, 2019
The latest Kurtosys release includes enhancements to the translations module and the introduction of Kurtosys Studio – a module that will ultimately allow you to configure apps for your fund website with zero coding knowledge required.Read now
Leandi Kolver on May 14, 2019
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with more ease.Read now
Leandi Kolver on March 14, 2019
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center.Read now
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.