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, tax slips, and K-1s 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.
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 TOTP 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 exclusively in Canada (Toronto region). PIPEDA and provincial privacy law requirements are met by architecture, not by policy promises. Your data never crosses the border. SOC 2 Type II and ISO 27001 on our compliance roadmap.
The EXECUTIVE theme configures Bridge 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.
See how Cadenora Bridge connects your practice and your investors — with a demo configured for financial services.