July 4th, 2026

New

✨ Email attachments via secure document link

As an asset issuer user, you can now attach additional documents — company news, presentations, personalised materials — to your investor email correspondence. Investors access everything through one secure link: no physical attachments, no email size limits, fully secure. It's fully mobile-friendly, so investors can view their documents anytime, anywhere, on any device.

What you can do:

Share company news, investor presentations, personalised documents and more — right alongside pre-generated statements — all in a single email to your investors.

How it works:

Within your email task, you can attach up to 10 additional PDFs, alongside any pre-generated documents. Just ensure your email content includes the secure document link merge field.

When investors receive the email, they simply click the link, enter their verification details, and instantly access all documents attached for them.