Elevate every insight. Improve every outcome.

Built to meet the rigorous security requirements of investment firms and financial institutions with SOC 2 compliance and regular penetration testing.

Your sensitive financial data never leaves your control. Deploy Shift's solutions within your firewall to maintain absolute ownership of proprietary information and client data.

Granular permission systems ensure team members access only the information appropriate to their role and responsibility level.

Deploy anywhere—on-premise, private cloud, or hybrid environments—with the same enterprise-grade security standards across all implementations.

All data is fully encrypted both at rest and in transit using industry-leading encryption protocols to protect your most valuable information.