Security and compliance
Built for regulated advice.
Eligibility checks, KYC/AML, e-signatures and a record of every proposal and approval, so your compliance team can see what happened and when.
Every action, on record
Investor eligibility checked✓
KYC/AML completed✓
Subscription e-signed✓
Proposal approved by client✓
Access reviewed for your team✓
Compliance
Checks built into every flow.
Investor eligibility
Each investor is checked against the eligibility rules of the vehicle before they can subscribe.
KYC/AML
Identity and anti-money-laundering checks are part of onboarding, not a separate step.
Approval history
Every client approval is tied to the exact proposal they saw. How it works →
Firm-wide checks
Suitability, limits, stress tests and trade surveillance are applied to every plan. See the checks →
Security
How client data is protected.
Hosting, encryption and certification details: [to confirm]
Access for your team
People on your team see the clients and actions their role allows.
Sample data in the alpha
The alpha runs on sample clients, so no real client data is needed to try it.
Have questions from your compliance team?
We’re happy to walk them through it.