Read-only connections
Bank and brokerage connections can show balances and activity. Cendron cannot move money.
Security
Built to see everything and expose nothing.
Your family’s balance sheet deserves controls as deliberate as the decisions it supports.
Sealed family workspaces
Each family’s workspace is isolated from every other family and firm.
Never used to train models
Family records are never used to train Cendron or third-party models.
Two-step sign-in
Two-step verification adds protection when a person enters a workspace.
Family-controlled advisor access
The family decides which advisors can enter and which roles they hold.
Complete activity log
A durable record shows who viewed, added or changed information.
Encryption and backups
Data is encrypted in transit and at rest, with managed backups supporting recovery.
SOC 2 program in progress
Cendron is working through a SOC 2 program. This is not a claim of certification.
Professional judgment
Analysis and drafts, not replacements.
Cendron provides analysis and drafts for the family’s own licensed professionals. It does not replace legal, tax, investment or other licensed advice.
Discuss your security reviewBy invitation
Your family’s system is waiting.
Cendron Wealth is onboarding a small number of families and advisory firms each quarter.