RESTRICTED PORTFOLIO REPORTING
Secure Investor Reporting Workbooks
Scope confidential portfolio reporting, remove unnecessary drafts, preserve named reporting periods, control recipient access, test recovery and retire obsolete copies without confusing encryption with collaboration governance.
Move from portfolio reporting scope to tested access.
01Archive ScopeScope an Investor Workbook ArchiveOpen path →02Clean ExportsClean Investor Workbook ExportsOpen path →03Secure ArchiveBuild a Secure Workbook ArchiveOpen path →04Recipient AccessShare Investor Workbooks SafelyOpen path →05Recovery TestTest Investor Workbook RecoveryOpen path →06Retention RulesSet Workbook Retention RulesOpen path →07Access RepairFix Encrypted Workbook AccessOpen path →08Our RecommendationFolder Lock for Investor WorkbooksOpen path →
INTERACTIVE INVESTOR WORKBOOK CHECK
Where is the restricted portfolio folder exposed?
Confirm each condition. The result prioritizes the controls required before club committee or authorized member review.
An encrypted folder is not a permission system or guaranteed backup.
Keep provider authorization, enterprise identity, recovery ownership and plaintext-working-copy control visible in every investor workbook release decision.
Plan controlled sharing →