CRMX

Company · Security & Compliance

Built for an industry that gets audited.

Isolated environments per customer, role-scoped access to every record, immutable audit logs, and hosting in the region you choose — security is the platform's spine, not a feature tier.

Ask a security questionData residency
Isolatedenvironment per customer
RBACrole-scoped access on every object
100%of decisions on immutable logs

The controls

Defense in layers.

From infrastructure isolation to per-field permissions.

01

Tenant isolation

Each customer runs in an isolated environment. Row-level controls mean a query without your tenant context returns nothing — never another broker's data.

Per-tenant isolation
Row-level enforcement
02

Access control

Roles, scopes (desk/team/region), and per-action permissions govern every view, export, and approval.

SSO with SAML/OIDC
Maker-checker on sensitive actions
03

Auditability

Immutable logs on KYC decisions, payments, permission changes, and exports — regulator-ready by default.

Tamper-evident trails
Scoped, logged exports

See your brokerage with clarity.

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

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