Online filing cabinets for your investors.

Give every investor a filing cabinet with your branding. Documentd automatically files statements, notices, tax documents and agreements for them. Reduce requests for copies and the work involved in making important records available.

Important investor records

Start with the documents investors need to keep.

From capital calls to annual tax documents, investors need records they can return to long after you send them. Documentd automatically files their copies so they do not have to save and organise each document themselves.

Capital call notices
Distribution notices
Investor statements
Tax documents
Executed agreements
Regulatory notices
Other important investor records

Your investors should have their own copies, in an account they control.

An organised home for investor records

Give investors somewhere to find their documents.

Email and post get documents to investors but leave them responsible for filing. Important records can become scattered across inboxes, downloads and paper files.

Documentd automatically files these documents in each investor’s own cabinet, organised and ready to find. Your branding and dedicated web address give investors a familiar place to return to for the records you send.

A branded service, independent access

Your branding. Your investors’ own records.

Give investors a branded filing cabinet with a simpler, lower-cost service than a document portal. Start with web send, then add copy-in once your company is set up, without a portal development project. Your branding makes the source of their documents clear; their copies remain under their control.

Your cabinet sits within the investor’s own Keepd account. Keepd is free and works with any email address, bringing together their cabinets from different businesses and documents they file themselves. From your cabinet, they can navigate to the rest of their account.

Their copies remain available when they change adviser, move administrator or end their investment relationship.

Your branding gives investors a familiar place to return to. Their ownership means access to their copies does not depend on your systems.

Documentd Business Case 01 · Fund Administration

Less administration and fewer resends

Reduce the work after sending.

When investors can find their own copies, your team has fewer reasons to search historic correspondence or resend documents. Where electronic documents are appropriate, you can also reduce printing, handling and postage.

Fewer requests for statements, notices and past records
Less time spent locating and resending copies
Less printing, fulfilment and postage
Investor access that does not depend on maintaining old portal accounts

Assess the benefit using your own document volumes, support workload and postage costs, alongside Documentd’s charges.

A simple start for your team

Start with one recurring document process.

Try web send first: send a document to yourself and see it filed in your own cabinet. Then choose a recurring task, such as investor statements or distribution notices, and agree a simple folder structure.

Once your company is set up, send from the website or copy filing@documentd.com into your normal email. Copy-in files the attachments in each recipient’s cabinet; your ordinary email and attachments still go to the recipients as usual.

Email integration and the API are available for more involved workflows when you need them.

Try web send →How copy-in works →

Supporting regulatory information

Documentd is a Durable Medium

A Durable Medium allows personally addressed information to be retained for future reference and reproduced unchanged. Documentd provides this electronically, meeting the characteristics set out in the FCA definition. The copy protections described here apply to documents filed through Documentd, rather than files uploaded directly in Keepd.

Personally addressed

The document is delivered to the individual recipient.

Accessible later

The recipient retains long-term access independently of the sender's portal.

Reproduced unchanged

The sender cannot alter the settled copy filed through Documentd.

Documentd in practice and Consumer Duty

Documentd in practice

The recipient owns their copy
The sender cannot alter the settled copy filed through Documentd
The sender cannot delete the settled copy filed through Documentd
Access survives the commercial relationship
The original document can be downloaded again
Evidence of what was delivered and when is retained

It also supports Consumer Duty outcomes

The FCA requires firms to consider whether their communication channel supports effective decision-making and gives customers an appropriate opportunity to review information. Documentd gives important documents a persistent, organised place where customers can review and retrieve them.

Give the customer their own permanent copy, rather than making long-term access depend on the sender's systems.

Further detail: documentd.com/business-cases/fund-administration

The business case

Less administration for your team. Documents your investors control.

Your branding

A familiar cabinet and dedicated web address for your investors.

Automatic filing

Your investors’ copies arrive organised and ready to find.

Investor control

Your investors keep their own copies in an account they control.

Your branding. Automatic filing. Records your investors can keep and find independently of your systems.

Documentd provides branded filing cabinets for your investors and automatically files the documents you send for them to own and keep.

documentd.com/try · documentd.com/pricing

Assess costs and savings against your own processes and Documentd plan. Regulatory summary retained from the existing business case; it is a practical overview rather than legal advice.