Those that work in a field where you take money from a lot of people and invest it for them, taking a cut of the profits that are earned, then you would know just how important it is to keep your clients feeling safe and secure. The moment even one of your clients begins to suspect that you are not being honest with them in some way, shape or form would be the last moment that you spend in your career since nobody would want to work with someone that has come under suspicion for any legitimate reason.
Chances are that you have a Firmex virtual data room that you have stored all of the pertinent financial information in. Now, if you were to go the traditional route you would send emails with updates on financial growth and potentially get printouts that you can give to your many clients. The modern world has rendered such practices obsolete, however, so much so that you can begin to really get your clients feeling comfortable with your business if you were to give them access to the data room.
You obviously won’t give full, unrestricted access since there is private financial information on there that not all clients would be involved in, but limited access can be quite useful in its own way. It can allow your clients to check up on how their investments are doing on their own without having to rely on your for this sort of thing. This sort of transparency can greatly boost your reputation and help you get a lot more clients since this level of access is in high demand these days.