FundPress

How do I add a new Segmentation List to FundPress?

To add a new Segmentation List navigate to FundPress > Segmentation. Then click on the ‘+’ icon to start adding your new Segmentation List.

How do I add a new Translation to FundPress?

To add a new translation, navigate to FundPress > Translations. Then click on the ‘+’ button to start adding your Translation.

Can I view previous versions of a layout configuration?

Users can view the configuration audit log by selecting the version history panel within the layouts module.

How do I publish changes to a layout configuration?

  1. Edit layout components and SAVE draft.
  2. PUBLISH draft.
  3. View published changes by switching to the Published view.

How do I view and edit layout configuration details?

For a guide on how to view and edit layout configuration details, take a look at this knowledge base article.

How do I access Layouts?

The Layouts module can be accessed either in FundPress under the Fund Tools section or in DocPress under the Production section.

What are Layouts?

Layouts is a powerful tool which allows the user to configure a set of individual components within a template. This will ultimately reflect the layout of the end product such as a factsheet document or a product page.

Layout configurations are initially set up by the Kurtosys development team during the implementation phase. Each set of configurations are unique as per client project requirements.

How do I view tools in the Tools Gallery?

For a step-by-step guide on how to view tools, see this knowledge base article.

How do I edit tool configurations in the Tools Gallery?

For a step-by-step guide on how to edit tool configurations, see this Knowledge Base article.

Where can I access the Tools Gallery?

The module can be accessed either in FundPress under the Fund Tools section or in DocPress under the Production section.

What is the Tools Gallery used for?

The Tools Gallery is used to preview components rendered within a defined template such as a factsheet or a product page. This is very useful for internal users and clients to get a good overall view of how components are rendered within a template across multiple environments during project implementations.

How do I publish a draft version of a commentary?

  1. Edit and SAVE DRAFT.
  2. SUMBIT FOR APPROVAL.
  3. A user assigned to the Approval Group needs to APPROVE the draft.
  4. PUBLISH the draft.

Note – if the draft submitted is rejected by the approval group user, the user is taken back to step 1 and forced to start the approval process again.

Can I access an audit log to view any changes made to commentaries?

Users can view all updates to a commentary by selecting the version history panel when viewing a specific commentary.

The version history allows the user to select a previous version of the commentary and view the commentary details at that point in time.

How do I view all the commentaries managed in FundPress?

All commentary data is managed within the Commentaries module in FundPress. Users can view the full list of commentaries by navigating to FundPress > Commentaries.

How do I publish a draft version of a Disclaimer?

  1. Edit draft and select SAVE DRAFT
  2. Select SUBMIT FOR APPROVAL
  3. A user assigned to the Approval Group needs to APPROVE the draft
  4. Select PUBLISH

Note – if the draft submitted is rejected by the approval group user, the user is taken back to step 1 and forced to start the approval process again.

Can I access an audit log to view any changes made to Disclaimers?

Users can view all updates to a disclaimer by selecting the version history panel. The version history allows the user to select a previous version of the disclaimer and view the disclaimer details at that point in time.

How do I view all the disclaimers managed in FundPress?

All disclaimer data is managed within the Disclaimers module in FundPress. Users can view the full list of disclaimers by navigating through the panel on the left.

To view the details of a specific Disclaimer, select into the listed Disclaimer. Users are able to view the disclaimer details that have been published and compare this to what is currently in the draft version by switching between the two views. Users are also able to view Disclaimers for different cultures.

How do I add and edit entity data in the Fund Data Management module?

Enable the edit switch and select the plus button to add new properties, statistics, allocations or timeseries data.

Enable the edit switch and select into the field to edit a property value.

How do I add a new Fund, Class or Benchmark entity?

Select the plus button on the righthand side of the Fund Data Management Module screen to add a new entity.

How do I search for an entity within the Funds table?

Users can search for entity properties though the search bar. The search results are entity specific i.e. you cannot search for fund entity data properties when viewing the class entity data.

Users can search for a single or multiple properties.

What is the difference between properties, allocations, statistics and timeseries data?

Properties relate to static data associated with the fund, class or benchmark entity.

Allocations relates to data where there is a value linked with a label. The labels are generally different categories into which financial assets are divided e.g. Geographic regions, Industry sectors.

Statistics relates to data where there is a value linked with a label but the label in this instance generally refers to a metric such as a fund performance or risk related statistics that are updated periodically.

Timeseries relates to values associated with dates over a period of time.

How can I view all the data associated with a Class, Fund or Benchmark entity?

Users can view all entity data by selecting into the specific entity within the Funds table. Users can then view all data associated with the entity by selecting through the properties, allocations, statistics and timeseries data options.

What is Fund Data Management?

The module allows users to manage all properties, allocations, statistics and timeseries data associated with Fund, Class or Benchmark entities.

How do I set up a new set of Snapshots?

For a step-by-step guide to setting up Snapshots, take a look at this article on our Knowledge Base.

What are Snapshots?

A Snapshot can be likened to a photograph or screengrab taken of a single page of your website. You provide the URL and our tool will browse to the page every two hours and take a snapshot of the page in its exact state. The image is stored within Kurtosys for you to search for and refer to whenever you need it.

In this way you keep an easily accessible record of the state of you web content at any given point in time for up to 10 years.

Can I download Snapshots?

Yes, individual snapshots can be downloaded in either PDF or html format.

For the PDF version, select the Download PDF button for the individual snapshot. This will download the pdf straight to your desktop.

For the html version, select the Download html button to download the html file straight to your desktop.

How do I search for and view a specific Snapshot?

If you have many snapshots available for viewing in the Snapshots module, we have the tools to help you navigate and search for the exact snapshot you need, no matter the content, date or time.

See this Knowledge Base article for more.

Can I configure the day and time my Snapshots are taken?

No, Kurtosys starts the Snapshot run every two hours. Your snapshots will be added to this queue and generated accordingly.

How often are Snapshots taken?

Snapshots are taken every two hours according to the Kurtosys Snapshots run. Your Snapshot will be taken depending on their position in the snapshot queue which can vary.

How long are my Snapshots stored for?

Snapshots are kept in the Kurtosys system for 10 years.