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Security

How we protect the data your firm uploads.

A straight answer about what we do today, what we don’t have yet, and how to reach us if something looks wrong.

Last updated: May 17, 2026

Isolation

Dedicated instance and dedicated database per firm. No multi-tenant joins.

Encryption

TLS in transit; AES-256 at rest on managed Postgres storage.

Access

Role-based permissions, password hashing, required TOTP two-factor.

Audit

Every mutation logged with user, timestamp, IP, and a human-readable description.