Security & trust
Enterprise-grade security for your practice
Your clients trust you with their most sensitive financial data. Firmio keeps it isolated, encrypted and access-controlled by design — so every firm's records stay private and protected.
Data encryption
Sensitive credentials encrypted at rest with AES-256.
Secure backups
Managed Postgres with automated, point-in-time backups.
Role-based access
Granular roles for partners, managers and executives.
Audit logs
Every key action is recorded for full accountability.
Access controls
PIN-gated vault, per-firm isolation, instant kill-switch.
Tenant isolation
Each firm's data is strictly separated — never shared.