Financial Services & Wealth Management
Protect client data. Then put it to work.
For wealth managers, RIAs, family offices, fintechs and accountants. If you have assets, digital or physical, you need this tool.
The problem
Client data leaks quietly — and lingers.
Statements, reports and account records get forwarded, downloaded and kept long after a relationship changes. That's risk you carry without seeing it.
What you get
- Secure delivery of statements and reports
- Revocable access when an advisor relationship ends
- Control over digital-asset records
- Data enablement: put approved data to work under your rules
Questions
See your data stay yours.
Try it free for 30 days, or let us walk you through it in 15 minutes.