Role-based accounts
Clients see their own records, agents manage clients, and owners manage staff access.
ACCESS & CONTROL
Control who sees what.
Account access is separated by role, and financial changes remain traceable to the agent who made them.
Protected credentials
Passwords are stored as salted derived hashes and account sessions use protected cookies.
Administrative audit
Balance changes, P&L adjustments, and trade edits require an explanation and are recorded with timestamps.