Built for confidential data

Data Privacy

Your data stays private. No information is shared between clients. Everything is logically isolated at every layer.

No AI Model Training

Your data is never used to train AI models — ours or anyone else's. This is contractually enforced with all providers.

Encryption Everywhere

All data is encrypted at rest and in transit. Encryption keys are customer-managed with automatic rotation.

US Data Residency

All data is processed and stored within the United States. No customer data leaves US borders.

Access Control

Role-based access with firm-level isolation. Only authorized users can access their firm's data.

Infrastructure Security

Hosted on AWS in a private cloud environment. All services run in private subnets with no direct internet exposure.

Continuous Monitoring

Infrastructure is monitored around the clock with automated alerting on anomalies. Full API audit trail maintained.

Independently Tested

Regular security assessments validate our controls. Results are available upon request under NDA.

Data Retention

You control how long your data is retained. Configure retention policies per firm, from same-day deletion to extended storage.

Data Deletion

Request complete deletion of all your data at any time. We provide written confirmation upon completion.

Audit Trail

Every administrative action is logged. Full audit history available for compliance and review.