Opportunity Engine reads figures your clients trust you with. Only people at your firm can see them.
Illustration with made-up firms and clients.
Every client, figure and opportunity is stored against your firm. The database itself refuses to hand one firm's rows to another, whatever the screen asks for.
Every person signs in with a password and a second step, whatever their role.
The figures, the opportunities and their history are held in London.
Each change of status is kept with who made it and when, and each import is recorded with who ran it.