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About

FileTrail® is the industry-leading information governance software suite for highly-regulated markets throughout North America, the UK, and Europe. Since 2000, FileTrail has served forward-thinking organizations in the legal, corporate, and government markets by providing a centralized, clear view of all data within an organization across multiple repositories, including both physical records and electronic files. Designed as a fully integrated, enterprise software, FileTrail provides a modern data governance solution to help organizations automate compliance with internal policies, governmental regulations, and outside counsel guidelines (OCG), create custom policies and taxonomies per industry, and reduce risk through retention and disposition management to dramatically reduce costs.

About

Kurtosys gives investment managers a single platform to manage fund data and produce client communications at scale. From one governed record, the platform produces investor reporting, regulatory documentation and digital experiences, with governed AI features, audit trails, approvals and compliance controls built into every workflow. Kurtosys is investment reporting software for investment managers, wealth managers and alternative asset managers. It governs fund data once and uses it everywhere a fund is seen: in investor communication, in regulatory documents and across the wider market. Kurtosys supports more than 8,000 funds for investment managers across Europe, North America and the Middle East.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Document Management platform for companies

Audience

Investment managers, wealth managers and alternative asset managers producing client reports, fund documents and regulatory disclosures

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

FileTrail
www.filetrail.com

Company Information

Kurtosys
Founded: 2002
United Kingdom, United States, Luxembourg, South Africa
www.kurtosys.com

Alternatives

Alternatives

Deep Pool

Deep Pool

Deep Pool Financial Solutions

Categories

Categories

Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Digital Experience Platforms (DXP) Features

Alerts / Notifications Not Supported
Auto-Tagging Not Supported
Blogs Not Supported
Calendar Not Supported
Content Modeling Not Supported
Digital Asset Management Not Supported
File Sharing Not Supported
Form Builder Supported
Forums / Message Boards Not Supported
Headless CMS Supported
Knowledge Base Not Supported
Performance Monitoring Not Supported
Personalization / Segmentation Not Supported
Reporting / Analytics Not Supported
Surveys / Polls Not Supported
Templates Not Supported
User Management / Permissions Not Supported
Version Control Not Supported
Wiki Not Supported
Workflow Management Supported

Integrations

Adobe InDesign Not Supported
IBM StreamSets Supported
WordPress Not Supported

Integrations

Adobe InDesign Supported
IBM StreamSets Not Supported
WordPress Supported
Claim FileTrail Records Management and update features and information
Claim FileTrail Records Management and update features and information
Claim Kurtosys and update features and information
Claim Kurtosys and update features and information