This is a great tool to improve investor engagement and access to information. By allowing investors access to their own information, they can self-serve and hopefully reduce the number of irritating questions they ask you! The shareholder dashboard provides a pared-down version of the Kudocs account and information about the company.
For information about granting fuller user access to the company’s full Kudocs account see here.
For information about Portfolio Users, please see here.
Kudocs manages your company so you can run your business
Shareholder Dashboard - available on Advanced package
Switch on/ off in company settings & tailorMore detail
Once enabled, you can then tailor what information you show shareholders.