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 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
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
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
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.