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Security
ENCRYPTION WITH
AMAZON'S S3 PLATFORM
Our platform encrypts all data at rest, leveraging Amazon's S3 platform for secure, scalable, and reliable storage.
This infrastructure ensures that your data is protected with the most advanced security measures available, providing peace of mind for both advisors and their clients.
ROLE-BASED
PERMISSONS SYSTEM
Our platform features a sophisticated Role-Based Permissions System that allows clients to grant tailored access to their accounts.
This customizable approach to permissions upholds the integrity and privacy of client information, while facilitating seamless collaboration among all parties involved.
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