Curved architectural detail in monochrome.

Controls your auditors
can read.

Controls

Every control is written down, evidenced, and available to your auditors on request.

Hosting: the platform and its data are hosted in [CONFIRM: Q16], with backups and recovery testing on the same footing.

Assurance: the control register is reported against [CONFIRM: Q15], and the evidence behind each control is available to your auditors.

Read Security Notice

Read Security Notice

Read Security Notice

Search reports, packs, recipients…⌘KBoard ReportAssemble the quarterly treasury pack in a few clicks.REPORTING PERIODQ0SECTIONS0RECIPIENTS0FORMATS0Quarterly board packILLUSTRATIVEQUARTERLY PACKTreasury summary · Q3COVERAGE72%EXPOSURE5.0mVAR 95%0.6mSPREAD6 bpsMONTHLY COVERAGEPrepared for the board · illustrative figuresEXPORTPDFBoard packXLSXData tablesPPTXSlidesDELIVERYBoard portal · 6 recipientsDownload

The controls

Six controls, evidenced.

Each control is listed with what it does. The full detail, and the evidence behind it, is in the security notice.

Assurance

AAF Type 2 certified

Independently assured under AAF Type 2 for enterprise-grade protection of client data.

Assurance

AAF Type 2 certified

Independently assured under AAF Type 2 for enterprise-grade protection of client data.

Data protection

GDPR

Personal data is processed in line with GDPR, as set out in the privacy notice.

Data protection

GDPR

Personal data is processed in line with GDPR, as set out in the privacy notice.

Identity

Multi-factor authentication

Every sign-in needs a second factor before any client data is shown.

Identity

Multi-factor authentication

Every sign-in needs a second factor before any client data is shown.

Access

Per-page permissions

Access is granted page by page, so each user sees only what they are cleared to see.

Access

Per-page permissions

Access is granted page by page, so each user sees only what they are cleared to see.

Compliance

Control register with evidence tracking [CONFIRM: Q15]

Each control is written down with its owner and the evidence behind it. [CONFIRM: Q15]

Compliance

Control register with evidence tracking [CONFIRM: Q15]

Each control is written down with its owner and the evidence behind it. [CONFIRM: Q15]

Infrastructure

Hosting [CONFIRM: Q16]

The platform and its data are hosted in [CONFIRM: Q16], with tested backups and recovery.

Infrastructure

Hosting [CONFIRM: Q16]

The platform and its data are hosted in [CONFIRM: Q16], with tested backups and recovery.

Limiting risk, delivering efficiency.

Request Demo

Limiting risk, delivering efficiency.

Request Demo

Limiting risk, delivering efficiency.

Request Demo

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