A Fund Center can be embedded in a web page by inserting the following HTML in the area where the
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A Fund Center can be embedded in a web page by inserting the following HTML in the area where the
Kurtosys Fund Center is a client-side JavaScript application that is available as an Application Manager app template within Kurtosys. The
Creating a Fund Center instance
To create a Fund Center instance for a client in Kurtosys, complete the following steps: Login to Kurtosys as a
How to set up Commentaries and Disclaimers for use in the Fund Center
Before using Commentary and Disclaimer content in Fund Center there are some setup steps to go through. In FundPress >
Configuring the Fund Center application data and settings
The appConfig.json file is an important asset used to define the Fund Center configuration. The configurations in this file are
How to create Fund Types and Modules
Fund Types Modules To learn how to set up the general configurations for each module, please refer to this article.
How to set up the general configurations for each Fund Center Module
config_fundGroupProperty: Group data by fund property config_documentGroupMeta: Defines the document meta that all documents will be grouped by. config_documentGroupOrder: Specify
How to define columns and their associated data in the Fund Center
Column labels Column data Define the source of data required for column data point. Column disclaimers Grouped columns
How to set up the Fund Card view in the app row configuration
Row configuration type: Fund Card To learn how to configure the various components of the Fund Card, refer to the
How to set up the Header and Fund Facts within the Fund Card
Fund card: Header Fund card: Fund facts Fund card: Fund facts – card data