Centralize and Secure Your Investment Files
DESCRIPTION
The Files and Content feature is designed to help investors, managers and advisors to efficiently organize, access, and manage all their investment-related documents in one centralized, secure location.
Key Benefits
Centralized Document Storage: Organize your investment documents and files in a secure location that’s accessible anytime, anywhere.
Efficient Data Collection: Quickly find what you’re looking for with advanced file indexing and metadata analysis.
Automated Email Digests: Stay informed with scheduled email summaries and alerts that keep you updated on important files and changes.
Advanced Reporting: Generate detailed reports that help you monitor information and measure investment performance effectively.
Use Cases
Individual Investors
For individual investors, the Files and Content feature provides a streamlined way to manage and retrieve essential documents. Whether it’s financial statements, legal agreements, or investment reports, everything is securely stored and easily accessible, allowing for better organization and informed decision-making.
Family Offices
Family offices benefit from the Files and Content feature by centralizing all investment documents and utilizing permissioned sharing. This ensures that all family members and advisors have access to the latest information through secure logins. It also enables the sharing of updates and files with the appropriate parties while maintaining control over sensitive information.
Advisors and Intermediaries
For advisors and intermediaries, the Files and Content feature offers a robust solution for managing client documents and reports. With permissioned sharing, you can securely grant access to key parties, ensuring they have the necessary updates, files, and information through controlled logins. This enhances transparency, improves client communication, and allows you to provide timely, data-driven advice with confidence.
Available Plans
You’ll gain access to this feature in the following plans:
| Individual | Pro | Organization |
 | | |
Comparison
| Feature | Other Platforms | Clockwork |
| Centralized Document Storage | X | |
| File Indexing and Analysis | X | |
| Automated Email Digests | X | |
| Permissioned Sharing | X | |
