Share quarterly reports, tax documents, and compliance filings through a secure investor portal — with every access logged for regulatory review.
Financial advisors and wealth managers face the same friction, year after year.
Quarterly reports, T5013 slips, and tax documents buried in threads. Investors can never find what they need.
Regulators ask who accessed what and when. Your email client has no answer. Your audit fails.
Every document request means hunting through folders, reattaching files, and re-sending — for every investor, every time.
Version 3 of the offering memo lives in three places. Investors have version 1. Nobody is certain which is current.
Built for the governed space between your practice and your investors — not bolted onto a generic cloud drive.
Every investor relationship lives in its own Project. Quarterly reports, tax documents, account opening forms, and correspondence — organized by category, searchable in seconds. Investors see only their own Project. And the exchange goes both ways: investors upload tax returns, signed subscription agreements, and identification documents directly through their portal, so your team stops chasing attachments over email.
Every document view, download, and message is timestamped and logged. When your compliance officer or regulator asks who accessed a filing and when, you have a complete, tamper-evident record — not an email sent date.
High-value investor portals require multi-factor authentication to access. Step-up authentication challenges investors before they view sensitive account documents — matching NI 31-103 expectations for access controls.
All documents, audit logs, and investor data are stored in your designated region. PIPEDA and provincial privacy law requirements are met by architecture, not by policy promises. Your data stays where you need it.
Bridge configures itself with the terminology your firm and your investors already use.
Every financial services workspace arrives with the categories your practice needs — ready on day one.
Categories are fully customizable. Add, rename, or remove to match your practice.
Built with trust in mind
Canadian Hosted
Dedicated data residency
Encrypted
At rest and in transit
MFA enforced
Multi-factor authentication
Full audit trail
Every action logged
See how Cadenora Bridge connects your practice and your investors — with a demo configured for financial services.