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Security

Security

Security is an ongoing area of investment. This page describes our current approach and will be updated as capabilities evolve.

  • Role-based access for firm users
  • Secure authentication for every login
  • Controlled, permissioned client access
  • Document-level access controls
  • An audit-oriented architecture
  • Separation between firms’ data

Reporting a concern

If you believe you’ve found a security issue, please contact us through the contact page and we will follow up promptly.

A note on claims

We describe IPCE’s security capabilities factually and avoid absolute claims such as guaranteed compliance or unqualified certifications unless independently verified.