For firms with 25+ advisors
Interline at enterprise scale.
Bespoke deployment for firms where compliance, residency, and operational rigor are non-negotiable. Dedicated environments, custom SSO, controls aligned with SOC 2 Type II.
Dedicated isolation
- Dedicated database
- Your workspace in its own Postgres cluster. No shared rows, no shared indexes.
- Data residency
- US, EU, or Switzerland. Chosen per org, never moved.
- BYOK encryption
- Optional customer-managed KMS keys for data at rest.
Identity & access
- Custom SAML / OIDC
- Any IdP. We configure it.
- SCIM 2.0 provisioning
- Roles propagate automatically.
- Session policies
- Per-workspace timeout, IP allowlists, enforced device trust.
Compliance & operations
- Controls aligned with SOC 2 Type II
- Audit chain, access reviews, and change-management posture mapped to the trust-services criteria. SOC 2 Type II report on the roadmap.
- HIPAA-ready architecture
- Per-tenant PHI scope flag, classified PHI columns, BAA available on the Practice plan and up. Production encryption activates with the BAA.
- Custom retention
- Per-field retention policy across the audit log and message store.
- 15-minute response SLA
- Named on-call engineer. 99.95% uptime.