Industry

Financial services operating controls

This page describes implemented controls. It does not claim SOC 2, PCI, FINRA, or any unearned certification.

Encryption in transit. Encryption at rest is expanding; identity data is covered.
Plan-specific retention and fair-use throttles, not silent data disappearance.
Money movement and high-value CRM changes require approval on Operator and stay attributable on every plan.
Tenant isolation; Founder is invite-only and is not a public SKU.
Hash-chained ledger export for consequential actions.
Prohibited: executing unapproved fund transfers or impersonating a licensed advisor.

Sector-specific workflows and counsel review remain a launch-gated workstream. See Security and Privacy.