Four things that are true of every account.
These are not settings on which Abacus can compromise. They are how the platform is built, and they apply to the White Glove team as much as to you.
View-only, at the source
Credentials are granted once, scoped for reading, and issued for the custodian rather than shared with us. Revoking access is something you do without asking us first.
Encrypted in transit and at rest
Data is encrypted in transit and at rest, and documents carry the same protection as positions.
Permissions per person, per entity
A beneficiary sees their trust. The CPA sees what the CPA needs. Nobody sees the household total unless you grant it, and grants are revisable at any time.
A full audit trail
Every view, export, and change is logged with the person and the timestamp. You can answer who saw what, when, without asking us to look it up.
The last control is a person.
Access controls stop the wrong people seeing your data. They do not stop the wrong number reaching your dashboard. Every figure we ingest is checked by a named team member before it is published, which is why a restated NAV or a misread notice does not become your reporting error.
- 100%
- Of ingested data verified by a person before it reaches the dashboard
- 0
- Accounts on which we hold trading or money movement authority
What counsel asks first.
Security questionnaires are answered by the team that runs the platform, not by a vendor response desk.
- What access does Abacus need?
- View-only credentials, always. Abacus holds no trading authority and no money movement authority on any account, and the platform has no mechanism to place a trade or initiate a transfer.
- Who inside Abacus can see our data?
- The named White Glove team on your account, and nobody else by default. Team access to your Abacus is scoped the same way it is for your own people, and every view is logged.
- What happens if we leave?
- The record is yours. Your team walks you through the export, and you revoke credentials at the custodian yourself.
- Can our counsel review your controls?
- Yes. Send the questionnaire through the contact page and the team that runs the platform will answer it directly.
Send us your questionnaire.
We will answer it in your format, and walk your counsel through anything that needs a person.