Getting Started

Get started with Cuspy by exploring its core concepts and familiarising yourself with the platform.


Cuspy Overview

Set up your Cuspy account and get started with the platform.

Sign Up and Sign In

Cuspy Offical Website

Cuspy Asset Management

Cuspy Trust Center

Cuspy user profile and credential management

Profile Management

Multi-Factor Authentication Configuration

Reset your Password

What to do if you have Forgotten your Password

Asset Issuer

Security Classes

Understand the fundamentals of security classes to streamline and accelerate your asset management.

Security Class

Learn how to create and maintain the security class.

Security Class Management

Everything you need to know about managing investor accounts.

Investor Accounts

Learn how to search investor accounts on the list page.

View Investor Accounts

Manage Investor Accounts

Comprehensive reporting suite providing asset ownership tracking, investor insights, transaction history, and tax/compliance documentation for securities issuers.

Reports

Cuspy provides a comprehensive suite of reports, giving you a complete 360-degree view of your assets and investors.

Reports and Analytics

Registered holders and their ownership details for selected security classes on the specified date.


Security Register Report

Cash balances held by registered holders on the specified date along with their ownership details.

Cash Register Report

Historical transactions within a specified period for the selected security classes.

Security Transaction Report

Cash transaction history within a specified period.

Cash Transaction Report

Investor Wallet

How to Claim your Investor Account

View your Investor Account Details

How to access document via Cuspy secure link

Access Document via Secure Link

Developers

Use our API to seamlessly build your own asset management experience

Cuspy API and Headless

Explore Cuspy's privacy and security policies and discover best practices for keeping your account and data secure.

Privacy and Security

We take security seriously at Cuspy - we're ISO27001:2022 and ISO9001 compliant & certified.

Security FAQ

All official communications from Cuspy are sent exclusively through the verified channels listed below.

Offical Communication Channel

This policy explains how Cuspy uses cookies and similar technologies to enhance your experience on our platform, including the types of cookies we use, their purpose, and how you can manage your preferences.