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Financial Services

Protect Your Standards & Financial Content.

View Case Studies
Private Equity / VC /
Investment
M&A Advisory / Broker
Wealth Management
Other Financial Services
Industry Challenges

Your digital content is at risk of being pirated, copied, or shared

Your teams spend a lot of time and expertise preparing deal materials, investor reports, financial analysis, and client documents. Without the right protection in place that information is at risk, along with your reputation and your bottom line. 

Content Risks:
Unauthorized copying
& sharing
Pitch decks and investor materials can easily be shared or copied beyond your audience.
Waste of resources creating the content
Countless hours go into models, reports, and due diligence packages. A single leak can erase their value.
High Rates of Content Piracy
Confidential files are easily copied and shared with the wrong people.
Difficulty collaborating together
Exchanging files is risky without a controlled, monitored environment.
Loss of revenue / impacts to bottom line
One leak can put a deal at risk and drain the revenue your files were meant to generate.
Vitrium Can Help

Vitrium protects your content and
puts you in control

Vitrium gives financial services firms the tools to protect, control, and share their most sensitive files with the security and visibility that financial professionals expect.

Encryption On Every File

Every file is AES-encrypted the moment it’s uploaded, and you decide whether users can print, copy, or download. Vitrium protects content in your data room and content you share with clients.

Use Vitrium to protect your: 

Due Diligence Files
Pitch Decks & CIMs
Financial Statements
Investor & LP Reports
Propietary Research
You Decide What Happens With Your Content

Control access by user or group with view-only, device and print limits, expiry dates, and IP or country restrictions. Require an NDA at login so everyone agrees to your terms.

Use Vitrium to control: 

Different Levels of Access
Resctriction Options
Granular Controls
Dynamic Watermarking
Analytics & Reports
Share Confidently With Every Party Involved

Set up separate, customizable data rooms for each deal, client, or investor, or share protected content through secure links, a client portal, or existing systems. 

With Vitrium you can share through: 

Custom Data Rooms
Secure Links
Existing Systems
Secure Web Viewer
Protected PDF
Who is Accessing What and When

Know when your users and admins upload, update, or open your files, and for how long. Get detailed insights and use audit trails to support compliance reporting.

Vitrium’s detailed reports and analytics: 

User/Admin Activity Log
Content Engagement
Offline Tracking
Account & Storage Insights
Notifications & Alerts
Collaborate Without Losing Control

Give your users a secure, monitored environment to review and exchange files. Confidential information stays protected throughout the process.

Use Vitrium to protect your: 

Standards Documents
Certification guides
Training materials
Audio content
Videos
Key Capabilities

Everything You Need to
Control Your Content

Access Control & Permissions

View-only, print, download, copy controls
Per-user or group-level permissions
Time-based and device-limited access
IP and geographic restrictions

Dynamic Watermarking

User name, email, and timestamp overlays
Applied in real time on every page view
Customizable placement and opacity
Deters unauthorized sharing

Usage Tracking & Analytics

Real-time view and access logs
Time-spent and engagement metrics
Audit trails for compliance reporting
Top content and most active user reports

Secure Distribution

Shareable secure web links
Branded user portal access
No unsecured file attachments
Access controls persist post-delivery
Testimonials

Client Stories and Experiences

“

Integrating Vitrium Security Enterprise DRM with our LMS has allowed us to protect our content and distribute it easily.

— Gwen Goddard
Mental Health First Aid Wales

Protect Your Content.
Protect Your Business.

Click one of the links below to submit your contact details and someone from Vitrium will reach out. The more details you can provide about your use case, the more our team can tailor a good demo for you!