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Kurtosys provides an end-to-end digital experience platform (DXP) that enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment. As a result, it is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market.
Customer Reviews
Sahil T.
Advanced user of KurtosysDocuments can be easily uploaded either manually, or via a manifest file if you have a large number of files. Uploading manually is simple using the drag and drop interface, which then prompts users to tag them with the appropriate metadata. This process can be sped up by using “drag and duplicate” feature.
UI can be improved as it looks a bit old. Also, faced challenge while uploading multiple documents .
Within the main document screen, users are easily able to preview the document as well as review and edit the accompanying metadata which could typically include the document title, language, date, document type and even specifics such as ISIN numbers.
An advanced search function allows users to search across their metadata and other meaningful criteria such as document type. Admins can also dictate which variables are searchable to really customise the system to reflect their business and document types
