Protect your assets and investor data
Role-based controls, encryption, and automated audit trails keep sensitive financial information safe for every stakeholder.
Treasury-grade payments
Distributions run through encrypted banking connections with full approval history.
Investor privacy
Grant limited access to partners without exposing tenant data.
Audit evidence
Export compliance packets for lenders, CPAs, or regulators in seconds.
Built for fiduciary responsibility
Every action ties back to a user, approval, and timestamp so you can stand in front of investors with confidence.
Identity
MFA, SSO, and SCIM provisioning keep partner access clean and revocable.
Ledger
Immutable journal entries and reconciliation controls prevent tampering.
Data residency
Regional storage options align with lender or regulatory requirements.
Monitoring
SIEM streams and anomaly alerts keep you ahead of potential breaches.
Security checklist
- Investor-grade controls
- SOC 2 Type II, GDPR, and CCPA support
- Per-investor permission sets
- Distribution approvals with dual control
- Operational resilience
- Quarterly disaster recovery testing
- Incident response SLAs with executive updates
- Comprehensive access logs retained for 7 years