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 November 27, 2019
The feature enhancements included in this release will help you streamline your site management process, enable you to make changes more easily and ultimately get your websites and digital experiences out faster – leading to an overall better investor experience.Read now
Leandi Kolver on October 31, 2019
We’re excited to announce the latest Kurtosys release which comprises DXM domain management upgrades and Document Production Center feature enhancements to further improve the user experience of our platform.Read now
Leandi Kolver on September 18, 2019
We’re excited to announce the latest Kurtosys release which comprises deeper snapshot integration for WordPress sites.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.