System Admin
Activity Tracking
Approval Groups


How do I create a Fund Center instance for a client in Kurtosys?

  1. Login to Kurtosys App as a Client Admin and navigate to Studio.
  2. (Optional) Select Kurtosys Apps from the section menu to view the template applications available. You may select a template to view (read-only) the default settings.
  3. Select Active Applications from the section menu, then click + in the top bar to create a new Application Instance.