Preventing the re-distribution of sensitive information is a major priority for the alternative asset management industry. The Watermarking module is an optional add-on that compliments the Backstop and InvestorBridge feature sets.
The Watermarking module is a very valuable tool for stopping that type of behavior. Watermarks are a configurable “stamp”, which can be dynamically applied to PDF documents.
Benefits
Backstop |
InvestorBridge |
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Discourage the Re-distribution of Confidential Documents Discourage the forwarding of confidential documents, by including personally-identifiable information in the watermark, such as the name or email address. |
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Tailor Your Fine-Print for Different Audiences Legal notices for investors sometimes differ from those for prospects. Use watermarks to apply different footers and endnotes for each audience. |
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Easily Access and Incorporate Right from your Platform Most watermarking solutions are third-party software applications that must be integrated with a CRM. Not with Backstop or InvestorBridge! Because the module is embedded in the software it can be turned on as easily as flipping a switch. |
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Determine How a Confidential Document was Released Use an invisible watermark to help find the party responsible for distributing a confidential document that has been released to an outside party. |
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Features and Functionality
InvestorBridge
Watermarks can be configured to apply to all documents on your website, or to specific document types (e.g. “investor letters”, “offshore documents”, etc.) They can also be configured to apply for users in certain User Groups, such as Investors or Prospects.
Backstop
Watermarks can be configured to apply to PDF documents distributed from the email center. They can also be configured to apply for users in certain User Groups, such as Investors or Prospects.
Content
Watermarks may contain content from database data (e.g. user’s name, email address, time of download, etc.) and/or user-entered text.
Appearance
Watermarks may be formatted using common HTML to control font, size, color, etc. Additional controls enable users to configure the placement and opacity of the watermark.
Security
Watermarks may include certain security options that are available as part of the public PDF specification and are generally supported by popular PDF reader applications. These options include the following: disable editing of the document, disable cut-and-paste functionality within the document, and disable print functionality for the document.