FileTrail Records ManagementFileTrail
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Related Products
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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.
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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.
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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
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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
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Audience
Document Management platform for companies
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Audience
Investment managers, wealth managers and alternative asset managers producing client reports, fund documents and regulatory disclosures
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFileTrail
www.filetrail.com
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Company InformationKurtosys
Founded: 2002
United Kingdom, United States, Luxembourg, South Africa
www.kurtosys.com
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Adobe InDesign
Not Supported
IBM StreamSets
Supported
WordPress
Not Supported
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Integrations
Adobe InDesign
Supported
IBM StreamSets
Not Supported
WordPress
Supported
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