Your
guarantees.
Built for a regulated sector. Your data stays yours — held where you decide, auditable line by line, and returned without condition. The port stays open.
Your data. Your clients. Your guarantees.
Hosting in the European Union
Data encrypted in transit. Nothing leaves the EU without your explicit agreement.
Complete audit trail
Every access, every action, every correction is logged and can be replayed. Including what the AI does.
GDPR by design
Controlled subprocessing, a register of processing activities, incident notification within 24 hours.
Annual right of audit
By an independent third party, written into the contract. You verify; you do not take our word for it.
Your data, and the analysis derived from it, remain your exclusive property.
At the end of the contract: full return in CSV/SQL within 30 days. You leave when you want, with everything.
“This is the opposite of the legacy PMS. And it is deliberate: we want to be chosen every month, not endured every year.”
See your portfolios in the platform.
Describe your setup in two lines. We reply within 24 hours to schedule a 45-minute demo on our reference environment.