PLATFORM · SECURITY

Enterprise security by default.

Your firm's clients trust you with sensitive financial and legal information. We treat it with the seriousness it deserves.

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  • SOC 2 Type IICertified
  • GDPRCompliant
  • HIPAAReady
  • AES-256Encryption
  • US-hostedAWS US-East

Security built into every layer

  • Encryption everywhere

    Every byte encrypted at rest and in transit.

    • AES-256 at rest
    • TLS 1.3 in transit
    • Encrypted database + storage

  • Access controls

    Only the right people see the right information.

    • MFA for all admins
    • Role-based permissions
    • SSO on Enterprise

  • Audit & compliance

    Every action logged, exportable, immutable.

    • Append-only audit trail
    • Exportable event log
    • Support access requires ticket

ISOLATION MODEL

Every client workspace is a private tenant

WealthSuite isolates data at four levels — no cross-firm leakage, ever. Each layer is enforced in code, not just policy.

EnNam JSC infrastructure

Wealth Suite LLC SaaS layer

CPA firm tenant

Client workspace

What we don't do

  • We don't train AI on your data

    Ever. Your data stays yours.

  • We don't sell client information

    No data brokers. No third parties.

  • We don't access without authorization

    Support access requires an open ticket, time limit, and full audit.