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.
Built on what you have, not rip and replace
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 84EM Builds for Document-Heavy Firms
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 Management for a Regulated Investment Firm
An investment firm managing hundreds of financial documents across multiple funds needed to eliminate hours of manual uploads and metadata entry. A bulk import tool turned multi-day document management into single-upload operations with automatic fund associations.
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 moreRead 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!
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
