Everything you need to know about managing investor accounts.

Investor Accounts

Learn how to search investor accounts on the list page.

Manage Investor Accounts

Cuspy Offical Website

Cuspy Asset Management

Cuspy Trust Center

Cuspy Status

Getting Started

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


Cuspy Overview

Get familiar with the Cuspy user interface and quickly find your way around with an overview of our navigation and design concepts.

Getting to Know the Cuspy Interface

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

Sign Up and Sign In

Everything you need to know about managing your Cuspy user account.

Profile Management

Multi-Factor Authentication Configuration

Reset your Password

Find out how to reset your password if you have forgotten or lost access to your original password.

Forgotten your Password

Everything an asset owner needs to manage their assets and investors on Cuspy.

Asset Issuer

Learn how to manage your organisation security classes

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.

Manage Security Class

Explore everything you need to know about managing asset transactions in Cuspy, from processing security transactions such as allotments, transfers, and conversions, to handling cash transactions including deposits and redemptions.

Manage Assets Transactions

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

Issued Capital Report

Identifies the top shareholders within the selected security class(es), ranked by their share of the total issued capital.

Top Holder Report

Generate and deliver statements and documents your way — robust, flexible, and fully customisable.

Document Generation

Explore how to configure document templates in Cuspy

Configure Document Template

Learn how to prepare document template for PDF documents generation

Manage Document Templates

Learn how to generate holding statements and delivery to your investors

Holding Statement Generation

BYOD Documents Generation

Reach your investors with ease — use email templates, flexible recipient selection, and secure document sharing to streamline your communications.

Correspondences

Learn how to save and reuse email templates for your investor correspondence.

Manage Email Template

Learn how to delivery emails to your investors

Delivery Emails

Discover and manage all your assets from your Cuspy investor wallet.

Investor Wallet

Learn how to claim your investor account inside the investor wallet after sign in.

Claim your Investor Account

Access and view your claimed investor account details

View Claimed Investor Account Details

Everything you need to know about accessing and managing your claimed investor accounts.

Manage Claimed Investor Accounts

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.

Cookie Policy

How can we help you?

Help Center

Improved

Fixed

System Maintainance

cuspy

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Backlog

Next up

Done

Main Roadmap

Cuspy SupportW: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://cuspy.app">https://cuspy.app</a>E: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:help@cuspy.app">help@cuspy.app</a>P: <a target="_blank" rel="noopener noreferrer nofollow" class="ρd__all ρd__a ρt ρdn ρgKbEs link" href="tel:+61280280558">+61 2 8028 0558</a>