Handle client money with care.

Secure access, verified identity, and client relationships that don't live in three different spreadsheets. Built for firms where a client's trust is the whole business.

Verify

Every staff member’s identity is verified before they can access anything sensitive.

Track the relationship

Every client relationship — meetings, notes, portfolio details — lives in one record, not scattered across inboxes.

Get it on record

Agreements and disclosures go out through eSignature, tracked to a completed, on-record signature.

Access, verified every time

No shared logins, no guessing who accessed what — every access point ties back to a verified identity, with a full log.

Every client relationship, actually organized

See a client’s full history in one place — no more piecing it together from old emails before a call.

“Clients trust us with a lot. Being able to show exactly who accessed what, and when, made that conversation a lot easier.”

“We stopped using shared logins the week Lock came in. Now every access ties back to an actual person — exactly what our compliance team needed.”

“Getting disclosures signed used to take days of chasing. Now it’s tracked end-to-end and we know the moment it’s done.”