Investor and Fund Document Management
Investor and fund document management systems for regulated firms: secure portals, bulk processing, access controls, and audit trails that hold up to review.
Bulk document processing
Hundreds of documents land in the system organized and matched to the right funds, without manual entry.
Access controls
Role-based access and passwordless login, so each audience sees only what it should.
Audit trails
A record of every access, download, and change, ready when a reviewer asks.
Secure portals
Board and staff portals that replace email attachments and shared drives.
Document workflows for firms that regulators oversee
Investment firms depend on documents: fund reports, investor communications, board materials, compliance filings. When those live in shared drives and inboxes, finding the right version takes time, and proving who saw it takes longer.
84EM builds investor and fund document management systems for regulated firms: bulk processing across hundreds of files, portals with controlled access, and audit trails that show a reviewer exactly what happened. The work below is the proof.
84EM builds with compliance in mind and applies security and data-handling best practices. That is not a substitute for your auditors or legal counsel. Where a formal certification or audit is required, 84EM works alongside the people who provide it.
Do you need a new platform, or the one you already have?
Most firms don’t need a new platform. They need the one they have to handle documents properly, with organized storage, permissions that match roles, and automation for repetitive work. 84EM has built this on WordPress and on custom stacks. One senior engineer owns the work under NDA, from scope through deployment.
Most firms don’t need a new platform. They need the one they have to handle documents properly: organized storage, permissions that match roles, and automation for the repetitive work. 84EM has built this on WordPress and on custom stacks, fitted to each firm’s existing workflow.
One senior engineer owns the work under NDA, from scope through deployment. For document systems that touch regulated data, that means one person accountable for how access is controlled and where every file goes.
What does 84EM build for document-heavy firms?
Bulk document management that imports and organizes hundreds of files across funds, secure board and staff portals with passwordless login and access tracking, controlled distribution with time-limited access windows and download tracking, and audit-ready data operations that record every change for the compliance team.
Bulk document management
Hundreds of documents across multiple funds get imported and organized automatically, with consistent metadata, replacing multi-day manual uploads.
Secure document portals
Board and staff portals with passwordless login and full access tracking, built inside the website a firm already runs.
Controlled distribution
Gated access to sensitive documents with automated lead capture, time-limited access windows, and download tracking.
Audit-ready data operations
Automated synchronization of financial data across hundreds of positions, with complete visibility into every change for the compliance team.
Proof of Work
Bulk Document Import for a Regulated Investment Firm
An investment firm was uploading hundreds of fund PDFs one at a time, re-keying document type, reporting period, and fund for every file. A spreadsheet-driven importer now creates the records, uploads the files, and assigns fund and ticker associations in a single operation.
Read moreAutomated Financial Data Operations for a Regulated Investment Fund
An investment firm needed accurate, audit-ready financial data across hundreds of positions without the overhead of manual updates. Automated synchronization replaced the entire manual process and gave the compliance team complete visibility into every data change.
Read moreSecure Board and Staff Document Portal Built on WordPress
A nonprofit arts organization needed board members and staff to securely access sensitive documents without relying on email attachments and shared drives. 84EM built a dual-portal system with passwordless login and full access tracking within their existing WordPress website.
Read moreSecure Document Access with Automated Lead Capture
A professional services firm needed to gate sensitive documents behind lead capture forms while maintaining strict access controls and download tracking. An automated system replaced manual document sharing with time-limited access windows and complete visibility into engagement.
Read moreBuild on the platform you have, or replace it with a new one?
Building on what a firm already runs keeps staff on familiar tools and fits the existing workflow. A new platform makes sense when documents live in scattered drives and inboxes with nothing to build on. 84EM builds both and says which one a firm’s situation actually calls for.
Build on the platform you have when
- Staff already run the firm’s website day to day
- Organized storage and role-based permissions can be added to it
- Repetitive document work needs automation, not replacement
- The existing workflow should stay intact
Choose a new platform when
- Documents live in scattered shared drives and inboxes
- Finding the right version and proving who saw it takes too long
- There is no existing platform to fit controlled access onto
- A regulated workflow needs audit trails built in from the start
Read all testimonialsI have been working with Andrew for over a decade, and he is such a great and reliable partner! He is incredibly responsive and collaborative -- always willing to hear ideas and partner with project managers, creatives, and other developers. He meets challenges head-on and is great at finding solutions that are built to last. He is reliable, thorough, consistently meets deadlines, and is proactive in suggesting improvements to enhance client results. We absolutely love working with Andrew and would highly recommend him to anyone!
Frequently Asked Questions
Can you build a secure document portal for investors or the board?
Yes. 84EM builds board and staff portals with passwordless login and full access tracking, replacing email attachments and shared drives, built inside the website your firm already runs.
Can you import and organize hundreds of fund documents automatically?
84EM imports and organizes hundreds of documents across multiple funds automatically, with consistent metadata, replacing multi-day manual uploads.
Can you control who accesses sensitive documents and track downloads?
Yes. 84EM builds gated access to sensitive documents with role-based permissions, automated lead capture, time-limited access windows, and download tracking.
Can you build document systems that hold up to a compliance review?
84EM builds audit trails recording every access, download, and change, ready when a reviewer asks. 84EM applies security and data-handling best practices and works alongside your auditors or legal counsel where formal certification is required.
How do you handle website security?
Regular updates, vulnerability scanning, malware detection, access controls, two-factor authentication, strong password enforcement, SSL/TLS, database hardening, file monitoring, audit trails, least privilege principle, and backup/disaster recovery.
How do I get started?
Contact 84EM to discuss your requirements, timeline, and budget. No commitment required.
Documents out of control?
Describe how your firm handles documents today. 84EM will show you what a controlled, auditable workflow looks like -- one senior engineer, under NDA.
Folks We've Helped
