For brokers and intermediaries
One report.
Many counterparties.
You sit between parties who must each see their own position and none of each other's. Getting that wrong is not an inconvenience; it is a disclosure you have to explain.
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The situation
What this looks like today
One mistake in a recipient list is a disclosure
The same report goes to several counterparties with different entitlements. The control preventing the wrong one from seeing the wrong version is a person checking an address bar.
Half your readers are in nobody's directory
Counterparties are other firms. They will not be in your identity provider, and standing up an account for each of them is not going to happen before the renewal date.
“What did they see, and when?”
When a placement is questioned afterwards, the answer needs to be evidence rather than recollection. A sent-items folder proves what left, not what was opened.
What changes
Deliverd for brokers and intermediaries
Everything below ships today. Where something needs a paid plan, it says so.
External readers, verified by one-time code
A reader outside any directory gets a link that emails them a code before it opens. Links can be restricted to named email domains, so a forwarded one does not become an open one.
A record of who opened it
Views, versions, access changes and share links are written to an audit trail you can export — which is the difference between believing a client saw something and being able to show it.
A workspace per client
Segment who can reach what, so an analyst on one engagement cannot browse another. Access is decided per report and evaluated on every request, assets included.
Every version kept, one URL
Reissuing updates the address and keeps what was there before. You can see what changed between two drafts and roll back if the new one is wrong.
An address, not an attachment
The work lands on a URL you can send. It stays put, so the link you shared at the kick-off still opens today's version rather than a copy of what it looked like in March.
It looks like your firm
Your name and logo, on your own verified domain, with notifications sent from your domain once it is verified. On the paid plans the reader sees your practice rather than ours.
Questions
Brokers and intermediaries and Deliverd.
How does a counterparty open something without an account?
A share link can require email verification: the reader enters their address, receives a one-time code, and the link opens only after it is verified. The link can be restricted to that firm's email domains.
Can two counterparties get different versions of the same report?
Publish them as separate reports and grant each to its own audience. That is the honest answer — one report is one document, and access decides who may open it, not what it says.
Is there a record of who opened which one?
Yes, per report: views, the version that was current, access grants and the share links themselves, all exportable.
Can a link be withdrawn after the fact?
Access can be revoked and the report archived, at which point the URL stops serving. What a reader downloaded before then is out of anyone's reach — which is why downloads are a setting you control.
Your clients should not have to open an attachment.
Publish the work to an address instead, and let the people who need it open it with the sign-in they already have.