06/01/2026
Brokerages handle sensitive client and financial data every day—but shared drives and spreadsheets weren’t built to protect it. Without the right safeguards, firms risk exposure, data confusion, and compliance challenges.
The new update is built with enterprise-grade security, role-based access, and full data ownership to keep your brokerage information protected. Because when it comes to your firm’s data, security should never be an afterthought.