Many organizations may not have thought much about how their company distributes confidential investor reports. But that’s not too surprising because distributing documents might be the least enjoyable part of a CEO’s job.
However, for those who want to know ad understand, there are two ways to do this: securely and inefficiently or insecurely and efficiently.
For example, you could use an email attachment to send investors their annual report but risk it being intercepted by a hacker. Or, you could use the Secure Report Distribution Platform (SRDP) to send your annual report securely around the world at no extra cost.
It’s Time to Look at Your Investor Reporting Program
Investor reporting has become a major part of the investment landscape and will only get more important.
Through an SRDP, you can keep your investors in the loop at all times about their financial data, which helps them make more productive decisions.
You might be asking yourself this: why should I consider using this new system? Well, let us tell you! The SRDP is an innovative way of getting rid of paper documents and sending out investor reports digitally—and it costs less than other electronic delivery systems available on the market today.
Plus, it works with any type of company or fund: small or large, private or public, early-stage venture capital funds, or established mutual funds.
The Secure Report Distribution Platform (SRDP) Is the Easiest, Most Cost-Effective Way to Deliver Confidential Reports to Investors
Have you ever considered the possibilities of a cloud-based platform that could be used to deliver confidential reports, such as investor letters and annual reports?
The Secure Report Distribution Platform (SRDP) is the easiest, most cost-effective way to distribute documents.
This secure solution helps companies meet their legal obligations by ensuring that investors receive confidentiality protection while providing timely access to key information. And because SRDP is cloud-based, it’s easy for companies to update and manage documents at any time — even in real time if necessary.
So what does this mean for investors?
It means they’ll get their audience’s attention with content that’s both timely and relevant — which leads us right back around again to our original question: How are you distributing confidential investor reports?
Instantly and Securely Deliver Documents Around the World
You probably know that you can easily and securely deliver documents via the cloud.
But were you aware of the fact that it is also possible to send your confidential investor reports directly to investors’ smartphones? With a mobile app, they’ll never have to deal with an envelope again.
This is just one of the ways that we help companies reduce their reliance on third parties for document distribution.
Digitally Distribute Confidential Investor Reports
You know that your company’s confidential investor reports are important. But with the advent of the SRDP, distributing them to investors has become even more crucial.
After all, unlike other digital distribution methods like emailing or web hosting, the SRDP delivers your confidential investor report directly to where it needs to go: in front of an investor’s eyes—and not their spam folders.
To use this method, print out a copy of your confidential investor report. The person will then input the necessary information about themselves into a simple interface called “The SRDP.”
Once they are done answering questions about their personal preferences and interests (e.g., “What would you rate your experience?”), they’ll receive a personalized link from which they can download their copy of your confidential investor report!
You Can Track Every Step of Your Document’s Path from A Single Dashboard
You want to know what’s going on with your documents. You want to know if they’ve been viewed, who’s viewing them, and how often.
That’s why we created a proprietary dashboard that shows you the status of all your investor reports in real-time.
You can track each document by user, date, and status so you can see how many times each investor has viewed their report and know if they’ve accepted or rejected it.
You will even know when they did it, so you can expect a call or email back with questions.
Don’t Risk Non-Compliance with Non-Secure or Inefficient Methods for Distributing Confidential Documents
If you distribute confidential investor reports, you’re likely aware of the risks of non-compliance.
If you’re not, here are some reasons why it’s important to use a secure platform to distribute your documents:
- You’ll be more in control of your investors’ data, which means no one else will be able to access it without first going through you. This is especially important if you have investors who aren’t very tech-savvy and may have trouble using your website or other online resources on their own.
- You will not have to worry about unauthorized people accessing investor information because all communication will take place through an encrypted connection between them and their respective accounts, where only authorized users can log in and get access to their information (and even then, only when permitted by said user). This also helps protect against hacking attempts because anyone trying would need physical access to an employee’s device and passwords.
SRDP Is Built for Security and Performance
As you can tell from the name, Security Risk Disclosure Platforms (SRDPs) are built on the cloud and use the highest-level encryption available in the industry today.
A secure document distribution platform (SDP) will scale with your team, protect your sensitive data, and provide an unbroken flow of investor documents.
Last but certainly not least: You need something reliable when it comes down to protecting confidential information regarding upcoming products/services, as well as financial reports containing sensitive information about revenue projections and more.
You don’t have to compromise on the security or efficiency of your investor reporting program.
Kytes is a Secure Report Distribution Platform (SRDP) built for security and performance. It’s the easiest way to digitally distribute confidential documents and track their path from a single dashboard, so you can focus on what matters most: managing your investment portfolio.
For more on how to distribute your confidential investor reports professionally, check out the Kytes website!