Salesforce Integration

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.

 

Manage Kurtosys users, doc & data permissions within Salesforce

Save Time & Resources

Make significant savings in time and resources by managing your Kurtosys user profiles and permissions from within Salesforce.

Increased Security

Using Salesforce as a centralised source for users allows for better control and reduces risk.

Improved Distribution

Manage document and data entitlements in sync with existing Salesforce investor types.

With the Kurtosys Salesforce Integration you can easily set up Kurtosys profiles for any user already registered with Salesforce and view user entitlements within Salesforce, eliminating the need to capture personal information multiple times. If you need to give various Salesforce users access to your Kurtosys profile, the software allows you to do this in bulk.

The Kurtosys Salesforce Integration also allows you to give users access to specific data and documents in bulk from within Salesforce, saving you time and resources. Kurtosys Salesforce integration is perfect for enterprise-level companies who utilise Salesforce as a platform, managing large numbers of users and entitlements from a centralised CRM.

Add Data Entitlements

Add/replace Kurtosys user data entitlements in bulk from within Salesforce.

Manage User Profiles

Manage your Kurtosys user profiles from within Salesforce and bulk add users to your Kurtosys instance.

Set Document Entitlements

Set document entitlements for Kurtosys users, in bulk, from within Salesforce.

Salesforce Integration in Action

 

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Learn more about the Kurtosys Platform

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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.

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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.

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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.

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