SECURITY

Create a clear hierarchy of organisation to manage multiple entities within one unified place.

• Single family offices can create separate spaces for family members or advisors
• multi-family offices can have a global dashboard for all their clients at account level, and a separate space for each family
• An asset manager may have a global dashboard, but also want a space for each fund manager to work within

Ensure that only the right people can access your company’s data and easily manage the right level of visibility for users, with robust roles and permissions.

Your company administrator will have complete control to ensure that users in the account or your spaces never view, edit or manage data the company administrator doesn’t grant.

• Secure user access with single sign-on (SSO)
• SSL encryption across internal services as well as the web application. Data is encrypted at rest and in transit.
• Microsoft Azure cloud infrastructure which is also ISO 27001 certified