Client Access
Authenticated counterparties
Tools and engagement workspaces are available to authorized users behind access control. Public marketing pages remain open; PHI never resides on this marketing estate.
| Tier | Contents |
|---|---|
| Public | Marketing, methodology, insights, disclosures — static pages, contact form only. |
| Client Access | Calculators and portals for commissioned counterparties — Cloudflare Access (or equivalent) per audience application; sessions logged. |
| PHI | Never on this estate. Chart work remains on covered infrastructure under BAA. |
If you have been provisioned for an engagement portal, use the credentials issued to your organization. If you need access, request provisioning through your engagement contact — do not send charts to a public inbox.
Portal hostname for capital tools will publish on the advisory domain when naming is finalized. Until then, provisioning is handled manually per engagement.