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At RAISE Connect, we understand that sensitive financial data requires discretion, security, and control—without compromising usability. That’s why we’re excited to introduce Data Masking, a powerful privacy-first feature that lets you decide what data to reveal and when.

Data Masking allows users in the Investor Portal to seamlessly switch between private and normal viewing modes with a simple toggle. When activated, sensitive financial data is hidden from view, ensuring that confidential information remains private even when screen sharing or working in shared spaces.

  • Full Control Over Your Privacy
  • Mask or unmask sensitive data at your convenience.

  • ✅ One-Tap Activation 
  • Use the “Private” toggle switch in key modules.

  • ✅ Auto-Sync Across Modules 
  • Turn it on in one module, and it applies everywhere. Turn it off, and everything is instantly visible again.

  • ✅ Session Persistence 
  • The system remembers your last privacy setting and applies it automatically upon login.

  • ​✅ No Disruptions to Functionality 
  • Keep using filters, exports, and navigation without any restrictions.
  • 1. Find the “Private” Toggle
  • Located conveniently in the Investor Portal toolbar.

  • 2. Turn It On
  • Instantly mask all sensitive data fields with placeholders.

  • 3. Seamless Sync
  • The masked state applies across all RAISE Connect modules for a consistent experience.

  • 4. Need Full Visibility?
  • Simply toggle off to instantly reveal your data again.
  • Fund Managers & Investors
  • Ensure confidentiality when working in open environments.

  • Teams & Consultants
  • Share screens without exposing financial details.

  • Compliance-Conscious Users
  • Extra security without restricting data functionality.

Experience a new level of data privacy with RAISE Connect Data Masking feature—because your financial insights should be visible only when you need them to be.