Draft framework · counsel review required
This content is not a final approved policy. Last reviewed for product scope: 15 September 2026.
Current scope
The platform separates investor access from manager authorization. Broker credentials are handled on the server. MFA enrollment and challenge flows are available; company SSO, mandatory policy enforcement, device management and independent security assessment remain launch requirements. No SOC certification or independent security assurance is claimed.
Required before final publication
Identity-provider configuration, MFA rollout, penetration testing, key management and incident response.