Security & compliance
Built to satisfy the compliance team.
Every read, write, and scenario change is logged. You can export the full audit trail any time. Tenants are isolated at the data layer, so your clients’ numbers never sit next to another firm’s.
Encrypted at rest
AES across every database and backup
Encrypted in transit
HTTPS everywhere · modern TLS only
Tenant isolation
Firm data partitioned at the data layer
Full audit trail
Every read, write, and edit is logged
Audit log — live
TimeEventActor
- 04:22:18Viewed plancooper-hewitt · monte-carlorachel@linden-moss.com
- 04:22:04Recalc complete914ms · 1,000 trialssystem
- 04:21:57Edited eventSusan retires · 2040 → 2041rachel@linden-moss.com
- 04:19:33Exported PDFhewitt-annual-review.pdfalex@linden-moss.com
- 04:14:02Plan openedcooper-hewitt · v27system
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints. The data goes in fast and we plan in front of you.
Call duration
~30 min
Preparation
Zero
Cost
Free