Financial Services & Family Offices
An auditor's first question is always where the data is. Have a real answer.
Financial services firms and family offices sit under regulatory scrutiny that only grows heavier, and family offices carry a distinct risk, a single provider holding a complete picture of a family's full financial life. A generic cloud certification doesn't answer where records sit, who can access them, or what happens if that provider is acquired, breached, or subject to a foreign government request.
Account records, client files, and family data stay inside a jurisdiction you name, with no provider holding a complete picture across every account you manage.
One managed environment covering documents, e-signatures, and internal workflow, run by a team that answers to you directly, not a support ticket queue.
Portfolio analysis and reporting automation that runs on infrastructure you control, without exposing client positions to a third party's model.
Regulatory Audit & Concentration Risk
Financial regulators increasingly ask about third-party ICT dependency and concentration risk, not just data protection compliance. Relying on a single hyperscale provider for critical infrastructure is itself a risk examiners are starting to flag. We give you an architecture built around a named, documented environment, not a shared dependency you can't fully account for.
0.5%
0.5%
SERVICE UPTIME SINCE 2024
150%
150%
Self-hosted & Private
100
100
Vendor lock-in
FAQ
How is this different from the private banking platforms we already use?
Those platforms typically run on the same shared cloud infrastructure as everyone else, just with a financial services skin on top. What we build is a genuinely isolated environment for your firm, not a tenant inside someone else's shared system.
We handle multiple family entities and trusts. Can this handle that
Yes. Access control is built around who should see what, so different entities, trusts, or family members can have properly separated access within the same underlying environment.
What happens during a regulatory examination?
You can show an examiner exactly where data sits, who has accessed it, and how backups are handled, directly, without needing to request that information from a third-party provider first.