Your clients trust you with their most sensitive financial data. We take that responsibility seriously.
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AES-256 Encryption
All data encrypted at rest and in transit using AES-256 and TLS 1.3.
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SOC 2 Compliant
Annual SOC 2 Type II audit. Available to enterprise customers.
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ESIGN Act
All e-signatures comply with the US ESIGN Act and UETA requirements.
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Zero-Knowledge Vault
Password vault uses client-side encryption. We can never see your passwords.
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Multi-Tenant Isolation
Strict data isolation between firms. No cross-tenant data access is possible.
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Rate Limiting
Brute-force protection, account lockouts, and Redis-backed rate limiting.