CRMX

Company · Data Residency

Your data, in your region.

Each CRMX customer chooses where their environment runs. Enterprise groups operating under several licences run each entity in its own region — with group-level dashboards that respect the boundaries.

Discuss your setupSecurity & Compliance

How it works

Residency without fragmentation.

Regulators see isolation; leadership sees the group.

01

Region per environment

Your environment — database, documents, backups — lives in the region you select at onboarding.

Regional backups included
Region stated in your agreement
02

Multi-entity groups

Each licensed entity runs in its own environment and region, with entity-specific KYC document sets and retention.

Per-entity retention policies
Per-entity regulator exports
03

Group dashboards

Consolidated, read-only KPIs across entities without moving record-level data across borders.

Aggregates only
No cross-border record access

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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