Kurtosys’ solutions deliver best-in-class workflow configuration for a complete end-to-end process for client communications, from data collection to report production, approval, compliance and distribution.

Through optimal workflow customisation, organisations can realise the production and cost-efficiencies of a straight-through process to achieve faster time to market for their delivery channels. Our flexible workflow solution caters for diverse operational business processes, enabling workflows to be built around business needs.

Workflow configuration

  • Flexible, custom configuration for data loading, document production, approval, compliance control and distribution
  • Dashboard – visibility over stages in the workflow
  • Visual, drag-and-drop workflow configuration
  • Assign task driven events, actions, schedules
  • Schedule control - ad-hoc initiation, scheduled or continuous file listener
  • Exceptions checking

Data loading

  • Automated data loads and batch processing
  • Load, validate, transform, extract and archive data
  • Control data versions
  • Data matching
  • Stored procedure calls, parameter setting

Commentary management

  • Editorial entry points for market commentary input
  • Version control and parameter-driven commentary, for different funds, reporting periods etc
  • Text Editor -  input, copy and paste, word count, spell check
  • Review history and audit trail

User and role management

  • Assign users and roles for document reviews, approval and compliance
  • Email notification alerts to users and roles, at any stage in workflow

Document production

  • Automated document production – generate and convert output format (PDF)
  • Review and approval processes – custom or standard role profiles for retail, wealth, institutional, fund administration and custody
  • Document compilation - stitch to create data books, distribute, archive
  • Version control – full document history and auditing

Compliance

  • Compliance and regulatory control
  • System-controlled document distribution

Distribution

  • Multi-channel distribution – to web portals, servers, email
  • Distribute file attachments