IThe platform
One spine, five instruments.
IIWhy enterprise
Built for the size of the book.
Tenant isolation & residency
Each brokerage's documents and ledger live in a logically isolated store, with US or EU residency. No shared training, ever.
Security review & DPA
SOC 2 (in progress), a data-processing agreement, evidence packets and implementation notes — available under NDA.
Passkeys & enforced MFA
Customer auth is Email/Password, TOTP and Passkeys, with MFA enforced. Invite-only provisioning keeps the seat list yours.
Dedicated success
Priority onboarding, a named contact, and a custom carrier and form library scaled to the size of your book.