Private by default
Sensitive client information and documents are meant to stay private, with access limited to the people who should have it.
Security
Protecting client information and controlling access are core parts of how Edovest is being built.
Edovest is being built for firms that need modern software without giving up control over sensitive client information. Our approach focuses on limiting access by role, storing documents privately, and maintaining clear records around important activity.
The platform is still evolving, but security is not an afterthought. We are building the product with privacy, access control, and accountability in mind from the start.
Core principles
Controlled access
Access should be limited by role and context so the right people can do their work without exposing information more broadly than necessary.
Clear records
Important activity should leave a clear trail so firms can understand what happened, when it happened, and who was involved.
Controls and practices
Access controls based on role and context
Controls that help limit client information to the right people
Private document storage
Encryption in transit and at rest
Activity records for important actions
How we think about trust
We are building Edovest so firms can manage sensitive client information without losing control over who can see it or how it is handled.
We aim to keep access limited to the right people, store documents privately, and maintain clear records around sensitive work.
Security reviews are part of how we think about customer trust, not something added at the end of the process.
We can provide additional security information and answer diligence questions during customer or partner review.
Security reviews
If you need security documentation, a questionnaire response, or want to discuss how Edovest approaches data protection and access controls, contact [email protected].