A secure home for your financial data
The security and privacy of your data is our top priority. We've designed a multi-faceted data security program to ensure the confidentiality and integrity of your data.
Why security matters
Data security is critical to protect wealth, privacy, and sensitive intergenerational information. Family offices manage some of the most private financial data in the world, and that demands a security-first approach at every level of the platform.
How we protect your data
Always Encrypted™
End to end always-on encryption with separation between data owners and server administrators. Your data is protected at rest and in transit.
Two-Factor Authentication
2FA or on-device biometrics with role-based permissions and various levels of access. Ensure only authorised users can reach sensitive data.
Security Alerts
Suspicious activity alerts delivered to mobile: consecutive login failures, geo-location anomalies, geo-velocity checks, and new device type detection.
Private Cloud Storage
Optional private cloud in a dedicated single-tenant virtual server (MS Azure) with segmented network, inner security perimeters, and firewalls.
Security Centre
Client-controlled data sharing via the Security Centre with permissioned access and detailed activity logs for complete visibility.
Independent Verification
ISO 27001 certified by the British Standards Institute and fully GDPR compliant. Independent verification you can trust.
ISO 27001 Certified
GDPR Compliant