Cloud-Enabled

Security

We take security super-seriously and meet or exceed industry standards. From dynamic SSL certbots to built-in application-level security to regular security audits of our deployments and source code, we are paranoid about securing your data. See our Security Policy.  For attestations referred to in the security policy, please contact us.

Multi-browser support

We officially support these browsers: Internet Explorer, Edge, Firefox, Chrome. For all these browsers, we run extensive automated tests to guarantee compatibility.

Customer-Centric Administration

Our address book is designed on enterprise user administration needs. Our customers are fully in charge of who can access the system and how.

Shareable

Collaborate with colleagues easily by using our application’s shortlinks feature. You can generate a shortlink to any screen and this shortlink will take your colleagues to where you want them to go once they have cleared security.

Supported

Portfolio Navigator comes integrated with a cloud-based ticketing system and knowledge base. Users can submit tickets directly through the application or through email to receive quick support from our team.

Cloud Deployment

To Our Cloud

Physical Security Certifications

We host on Rackspace.com in datacenters that have the following certifications:

  • PCI Attestation of Compliance
  • Cloud SOC1
  • SSAE16 SOC2
  • Dedicated SOC1
  • Safe Harbor

In addition, Rackspace has business continuity plans in place. All of these documents are available upon request.

Firewall

All our Rackspace servers are behind a Cisco ASA 5520 Firewall.

To Your Cloud

On-Premise Requirements

If you insist on hosting on-premise, you will need to set us up with machines based on the specifications here: On-Premise Requirements.