The Data Dictionary Explained
The Data Dictionary is the first step in setting up a client’s Kurtosys Instance. It’s where you build the framework
Menu
The Data Dictionary is the first step in setting up a client’s Kurtosys Instance. It’s where you build the framework
The Data product allows users to manage all properties, allocations, statistics and timeseries data associated with Fund, Class or Benchmark
Client Admin When your organization is setup inside of Kurtosys, you can grant certain members of your firm a Client
Document Portal is a client-side JavaScript application that is available as a Studio Application within Kurtosys. All Document Portals share
Thank you for choosing to work with Kurtosys on your digital marketing initiative. In this article you will find details
After setting up your Workflow, and all steps for a document have been approved, you can generate your PDF factsheets. To start
How to start a Production Centre Workflow Run To start a Production Centre Run you will need the following: AÂ fully
What are Approval Groups? An Approval Group is a list of users with a common role or function who are
Workflows A Workflow is the sequence of steps required to produce a set of documents, like a Factsheet, that is
A Workflow step is created by a user in Documents | Document Production Centre | Step Editor. A collection of