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Encrypted by default
Design for encryption in transit and at rest.
Security
Designed for sensitive private-company financial data.
MonthEnd is built around isolation, access control, traceability, and responsible handling of portfolio reporting data.
Security principles
Your portfolio data stays your portfolio data.
MonthEnd is being designed for the sensitivity of private-company financial information — with privacy, access control, and auditability treated as product requirements, not afterthoughts.
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Private document storage
Keep sensitive portfolio materials isolated and controlled.
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Access controls
Give the right people access to the right company data.
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Auditability
Preserve a clear path from reported output back to source.
Operational approach
Security is part of the product architecture.
Customer data is separated by organization, application access is governed through authenticated accounts and permissions, and source-linked reporting is designed to preserve a clear audit trail.
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Organization isolation
Portfolio data is associated with the customer organization and protected with row-level access controls.
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Controlled access
Authenticated users receive access based on their organization and application permissions.
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Source traceability
Financial metrics and generated insights can remain tied back to the underlying reporting source.
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Auditability
Operational events can be recorded to support review, support, and security workflows.
MonthEnd
Spend your monthly review analyzing the portfolio, not updating it.
See how MonthEnd can turn the reporting packages you already receive into a live portfolio view.
Book a demo