Protected at every layer.
Encryption in transit & at rest
Data is encrypted in transit and at rest, across the entire platform.
Role-based access control
Granular permissions ensure people see only what their role requires — enforced at every layer.
Advisor-controlled visibility
The advisory firm decides exactly how much of the platform and data each client can access.
Continuous monitoring
Systems are monitored 24/7 with logging, alerting, and audit trails across all activity.
Redundancy & backups
Regular, tested backups and infrastructure redundancy protect against data loss and downtime.
Least-privilege internal access
Internal access is restricted, logged, and reviewed — no standing access to client data.
Independently audited.
Our security controls are audited by an independent third party against recognized standards, so firms can trust how their clients' data is handled.
Get in touch →SOC 2 Type II
Independently audited security, availability, and confidentiality controls.
Enterprise-grade access
SSO-ready, role-based permissions, and full audit logging.
Data protection
Encrypted in transit and at rest, with isolated client environments.
99.9% uptime SLA
24/7 monitoring with redundancy and tested recovery.
Built to be there — 24/7, with a 99.9% uptime SLA.
Compliance work doesn't keep business hours. The platform is monitored continuously, with redundancy and backups so your team's access — and your clients' data — is always available.