Engineered for trust
Cryptography you can rely on
We use NIST-approved algorithms and modern key management to protect every connection, file, and stored record. That means AES-256 encryption, TLS 1.3, and secure identity controls throughout the application stack.
- 256-bit encryption for data at rest across databases, files, and backups
- NIST-approved cipher suites for transport and storage
- Passwordless passkeys and MFA-ready authentication for advisor access
- Firm-specific key isolation so each practice stays logically separated
Protecting client data
Encrypted files, encrypted PII
Sensitive client information is never stored in plaintext. Documents, personal identifiers, contact details, and financial attachments are encrypted and accessed only through approved application sessions.
- Encrypted file storage for client documents and attachments
- PII fields encrypted at rest and masked in the UI by default
- Data access controls based on roles, teams, and firm policies
- Audit logs for access, edits, and export activity
Available when you need it
High availability and resilience
Reliable availability is part of the security story. We combine redundant infrastructure, automated recovery, and continuous monitoring to keep your advisory workspace online and your records intact.
- 24/7 availability with multi-region redundancy and failover
- Encrypted backups and restore procedures for disaster recovery
- Monitoring, alerting, and incident response for operational security
- Regular vulnerability scans and third-party security reviews
Compliance-ready controls
Built for advisory compliance
Our platform aligns with the security needs of financial advisors and their clients, including HIPAA-aware data handling, audit trails, and firm-level governance.
- HIPAA-aware protection for health-related client information and PII
- Books-and-records support for calls, emails, and document activity
- Firm-wide security settings, user provisioning, and access reviews
- Strong passwordless sign-in with passkeys, biometrics, and MFA readiness
