White-Label Client Portal

Branded investor/client-facing portal with secure, observable sharing controls.

Brand & Domain

Custom domain: portal.client.com

Report subdomain: reports.client.com

Theme: custom logo + brand colors + report templates

Secure Sharing Controls

View onlyEnabled

Password protectedEnabled

Download restrictionsPer link

WatermarkingEnabled

DocSend-Style Engagement Analytics

Who viewed, when, and page depth

Download tracking + IP logging

Auditable access with expiration controls