Procurement
Vendor questionnaire snapshot.
A concise, forwardable summary for institutional procurement. Full questionnaire responses available on request under NDA.
Decision-support only. No execution, no custody. NDA available.
Security & access
- Transport security: TLS for web traffic
- Authentication: login-gated access for platform features
- Access controls: roadmap supports role-based permissions where required
- Auditability: scenario changes can be logged and reviewed (scope-based)
Data handling
- Data minimization: collect only what’s needed for your workflow
- No trade execution: no broker connectivity required for the platform
- Lead data: stored as server-side logs (scope-based/configurable)
- Single-tenant: available for institutional deployment (scope-based)
Operational controls
- Change management: controlled releases; versioned content
- Incident response: defined escalation path (pilot/production)
- Availability: deployment depends on your hosting requirements
Commercial & engagement
- Pilot: 4 weeks, defined deliverables, success criteria
- Outputs: weekly brief + scenarios + boundaries + attribution
- Procurement: security questionnaire available under NDA
Notes & scope
This snapshot is intentionally concise. Controls and data flows can be confirmed and documented per engagement, including deployment architecture, retention, and audit logging requirements.