Trust & Security
Protecting advisor and customer information is one of the core principles behind ARM. We continuously build our platform around secure development practices, responsible data handling and controlled access to customer information.
Data Protection
Customer information is handled with security and privacy in mind.
Advisor Data Isolation
Advisors can only access customer information assigned to their own account. Customer records are isolated to prevent unauthorized access across advisors.
Principle of Least Privilege
Every user receives only the permissions required to perform their daily work, reducing unnecessary exposure to customer information.
Responsible Data Collection
ARM is designed to collect only the information necessary to support advisor workflows, helping organizations reduce unnecessary data exposure.
Secure Data Storage
Customer information is stored securely and protected through modern application security practices, controlled infrastructure, and regular platform maintenance.
Secure Authentication
Protecting advisor accounts from unauthorized access.
Secure Password Storage
Passwords are never stored in plain text. ARM uses Laravel's modern password hashing mechanisms to protect advisor credentials.
CSRF Protection
Every authenticated request is protected against Cross-Site Request Forgery (CSRF) attacks using Laravel's built-in security features.
Secure Sessions
Advisor sessions are securely managed to help prevent unauthorized access and session hijacking.
HTTPS Communication
All communication between advisors and ARM is intended to be protected using HTTPS encryption during production deployments.
Invitation-Only Access
ARM accounts are created through an invitation process to help maintain a trusted advisor environment.
No Public Registration
ARM does not support open public registration. New advisor accounts cannot be created directly from the website.
Invitation-Based Onboarding
New advisors are onboarded through invitations issued by authorized administrators, helping ensure that only approved personnel gain access.
Controlled User Management
User accounts can be managed, activated or disabled by administrators, providing greater operational control throughout the account lifecycle.
Reduced Attack Surface
By eliminating public registration, ARM reduces opportunities for unauthorized account creation, automated abuse and credential-based attacks.
Activity History & Audit Trail
Every important advisor action is recorded to improve transparency and accountability.
Customer Timeline
Every interaction with a customer—including assessments, follow ups, completed meetings and notes—is recorded in a chronological timeline for easy reference.
Advisor Accountability
ARM records which advisor performed each action, helping managers understand customer progress and maintain operational accountability.
Follow Up History
Scheduled, completed, rescheduled and cancelled follow ups are preserved to provide a complete history of customer engagement.
Future Audit Expansion
ARM is designed to support expanded audit capabilities such as login history, profile updates and administrative actions as the platform evolves.