Discretion is not a feature, it is the foundation
Your wealth data is the most sensitive thing you have. We treat it that way. Our security is built on the principle that privacy is non-negotiable.
EU-hosted
All your data is stored and processed within the European Union, with backups in a second EU region. Nothing leaves the EU unless you yourself instruct it.
Encrypted with your own key
AES-256 encryption for data at rest, TLS 1.2 or higher in transit. Each tenant has its own encryption key in Azure Key Vault, held separately from the data itself.
GDPR-compliant
Full compliance with GDPR. Data minimisation, right to be forgotten, data processing agreements with all sub-processors. Privacy by design in every decision.
You decide who sees what
Every user only sees what is relevant to them. From family members to advisors, you control per person and per role who has access to which data.
Full audit trail
Every change is logged: who created, modified or deleted what, and when. Full traceability for compliance and accountability.
Full isolation
Each client has their own isolated database and storage. No shared tables, no risk of data leakage between clients.
Agent access
Not live yet
Read-only agent access to family wealth is being prepared. This is an announcement, not a live publication. The production release remains a human step.