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.
European infrastructure
Your wealth administration runs on Microsoft Azure, with database and document storage in the Netherlands. For document processing and AI chat, Azure OpenAI is configured for the European Data Zone. Encryption and access controls protect the data your family and advisers rely on.
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.
MCP connection
In pilot
The MCP connection is in pilot. Access is read-only and limited to the family and data categories covered by the permission granted.