Give each client secure-link access to the research notes you sent them, under your own brand. Behind it sits a tamper-evident audit trail: every sent note hashed and chained, kept five years, exportable to CSV when an inspector asks.
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Each client opens the research notes you have sent them through a secure link, under your brand. No Aktai branding on the client side, no app to install.
Every note you mark as sent is SHA-256 hashed with its timestamp, recipient, and the hash of the previous note, forming a tamper-evident chain. Edit or delete one record and the chain stops verifying.
Notes, recipients, hashes and timestamps are kept for five years, the window the Research Analyst Regulations expect you to hold records for.
When an inspector asks, export the full trail as a clean CSV with content, recipient, hash and timestamp columns. No manual reconstruction.
What you send and to whom is captured automatically when you mark a note as sent, so the portal and the audit trail stay in step.
The client sees your name, not ours. Aktai is the infrastructure behind the link and the record behind the trail.
Client access today is by secure link. A fuller login experience with a persistent client password is expanding and on the roadmap. Aktai is the infrastructure and the record. Compliance itself stays your responsibility as the registered Research Analyst. This is not legal or compliance advice.
Go deeper
The audit trail is the part inspectors care about most. Read how it works, why a chain beats a spreadsheet, and where the client portal fits.
The client portal gives each of your clients secure-link access to the research notes you have sent them, presented under your brand with no Aktai branding and no app to install. It is a read view of what you sent, on the record. It is not a trading screen, a portfolio dashboard, or a holdings view. Clients cannot place trades or manage a portfolio through it.
Every research note you mark as sent is SHA-256 hashed together with its timestamp, the recipient, and the hash of the previous note, forming a chain. Change, delete, or reorder one record and the chain stops verifying, which is exactly what an inspector checks. Records are retained for five years and export to CSV with content, recipient, hash and timestamp columns in one click.
No. Client access today is by secure link, so a client opens the notes you sent without installing anything and without seeing Aktai branding. A fuller login experience with a persistent client password is expanding and on the roadmap. For now the secure link is the access method.
No. The portal is a record of the research notes you have sent, read-only, under your brand. There is no trading, no order placement, no portfolio management, and no holdings dashboard. Aktai is descriptive infrastructure for a Research Analyst, not a broker or a portfolio manager.
Aktai gives you the audit trail, the five-year retention, and the export an inspection expects, plus a branded way for clients to access what you sent. Compliance itself stays your responsibility as the registered Research Analyst. Aktai is the infrastructure and the record, not a substitute for your own compliance judgement. This is not legal or compliance advice.
Open to SEBI-registered Research Analysts. Sign up online or book a demo.
Get startedNot financial advice. Aktai is software for SEBI-registered Research Analysts. It is not a financial adviser, broker, Investment Adviser, or Research Analyst, and is not registered with SEBI or any other financial regulator. It surfaces public filings and news and drafts factual notes for the registered analyst to review, edit, and sign. Aktai does not author research, make recommendations, or decide what any security is worth. The view, the recommendation, and the regulatory responsibility stay with the registered analyst who sends the note. Full disclaimer โ