A household's financial life is sensitive by definition. Access stays scoped, every action stays attributable, and your firm — not ORDANIS — remains the party of record for every client relationship.
handing a household's financial life to a partner raises an immediate question — is the data actually protected?
documents and communications are encrypted both moving and stored; keys are managed separately from application data.
it's fair to ask exactly who can see a household's information once it sits on someone else's platform.
an ORDANIS Expert sees only assigned households; professionals and vendors see only the portal you grant.
when something goes wrong, firms need to know exactly what happened and who touched it.
every call and document is recorded against the household and the person who did the work.
partnering with an outside platform shouldn't mean losing ownership of your own book.
the underlying record is your firm's, not a third party's.
We're glad to walk your compliance or IT team through the platform's architecture directly.
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