The FundPress Segmentation List module enables you to group your funds based on your chosen criteria. This allows you to easily apply fund information, like disclaimers or commentaries, to similar funds and control what types of funds different investor types can see.
Save time by updating your Segmentation Lists on one central platform with all changes automatically pushed through to your website in real-time.
DDoS protection, intrusion monitoring, and ISO 27001 certification means we protect your data at all layers of the Kurtosys platform.
In-memory caching, Akamai CDN, and the power of the cloud all bring your data and documents at the speed of thought.
Manage the entitlements of your different investor types by creating your own segmented lists.
Easily edit your existing Segmentation Lists, with all changes pushed through to your website and fund tools instantaneously.
Add new segmentation lists and designate the funds that a particular investor type can view with ease.
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
Patrick McKenna on March 14, 2018
We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.Read now
Alexandra Filippova on January 22, 2018
A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.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.