Your data security is our priority
We implement enterprise-grade security measures to protect your practice and your clients.
Data Encryption
All data is encrypted at rest using AES-256 encryption and in transit using TLS 1.3. Your sensitive information is always protected.
Audit Trails
Complete audit logs track all system activity for compliance and security monitoring. Perfect for SEC examination preparation.
Data Backups
Automated daily backups with point-in-time recovery. Your data is replicated across multiple secure data centers.
Incident Response
24/7 security monitoring with a dedicated incident response team ready to address any security concerns.
Compliance & Certifications
- SOC-2 Type II
Annual audit verifying security, availability, and confidentiality controls
- SEC Rule 17a-4
Compliant record retention for registered investment advisors
Have security questions? Contact our security team