Built for regulated wealth management.
Enterprise-grade infrastructure designed for the security and compliance requirements of family offices worldwide.
Two-factor authentication
TOTP-based MFA with backup codes for all users. Hardware security key support available.
Encrypted integrations
AES-CBC encryption for all OAuth tokens and API credentials. Zero plaintext storage.
Complete audit logs
Every action tracked with user, timestamp, and IP. Export to CSV for compliance reporting.
Role-based access
Granular permissions at organization, family, and document level. Custom role definitions.
Data provenance
Every extracted field traces to its source document. Full lineage for compliance.
Multi-jurisdiction
Designed for SEC, FCA, MAS, and FINMA regulatory frameworks. Configurable retention policies.
Security by design.
Every layer of our infrastructure is built with security and privacy as the foundation.
Row-level security
Enforced at the database layer for complete data isolation between families and organizations.
Zero-trust architecture
Every request authenticated and authorized. No implicit trust between services.
No AI training on your data
Your documents and data are never used to train our AI models. Your data stays yours.
Isolated infrastructure
Deployed on isolated infrastructure with SOC 2 Type II compliance. Regular penetration testing.
Certified and audited.
Questions about security?
Our team is happy to discuss our security practices and compliance certifications in detail.
Contact Us