Cuspy Overview
Get started with Cuspy by exploring its core concepts and familiarising yourself with the platform.
Hey, welcome! π
Cuspy (/ΛkΚs.pi/) is a modern, efficient asset management platform that supports companies at every stage of their growth journey β ensuring accurate asset management and on-demand access to data and reports, anywhere and anytime.
Cuspy offers two primary access portals: the Asset Issuer and the Investor Wallet. Rather than operating in silos, these portals are designed as part of a unified, all-in-one platform with secure data access protocols.
Asset Issuer β A complete self-serve platform for securely managing your organisation's assets, investors, and transactions.
Investor Wallet β Designed for investors to access real-time asset information and manage their communication preferences.
What Cuspy helps you do
Asset Issuer
Organisation asset management encompasses:
Security Classes
Define and manage the structure of your organisation's securities.
Investor Accounts
Maintain accurate and up-to-date investor records.
Securities & Cash Transactions
Process a full range of transactions including adjustments, transfers, conversions, and monetary unitisation.
Cuspy DocEngine
Automated statement generation for streamlined document management.
Correspondence
Manage and deliver investor communications with ease.
Comprehensive Reports
Access detailed reporting across asset registers, daily transactions, investor analytics, and capital analytics.
Investor Wallet
Investors can be securely invited or can claim assets belonging to them within the platform. Once onboarded, investors can manage their accounts and access real-time portfolio information across their organisations.
How to Claim your Investor Account
View your Investor Account Details
Access Document via Secure Link
We're thrilled to have you on board with Cuspy.
Every feature has been crafted with care and dedication β€οΈ, and we hope it delivers as much value to you as it does to us. We're here to support your organisation at every stage π of its journey.