Built for fiduciaries: your clients' data stays inside your walls, every change carries a human sign-off, and every action leaves a trail.
Client data lives inside the firm's walls, in your tenancy, under your access controls. Nothing pools in a shared multi-tenant store.
Every check, every correction, and every delivery is recorded with who, what, and when, and cannot be rewritten.
Nothing posts itself. Consequential changes require an explicit approval from your team, recorded in the log.
Data is encrypted in transit and at rest, with keys managed per deployment.
Role-based permissions throughout. Custodian credentials are scoped, read-only feeds where the custodian supports them, never shared logins.
Delivery logs and report archives aligned to books-and-records retention, exportable at any time.
Security review as part of your diligence, or something to report: we answer directly, founders included.
{{ secEmail }}