Security
Enterprise-grade protection for your firm, your team, and your clients
SOC 2 Type 1
Limit the eligible trading universe. Configure rules by firm, branch, advisor, household, or individual account.
SOC 2 Type 1
Enforce PMP checks using real-time data. Validate trade-level compliance at execution and during audits automatically.
AES-256
Take immediate action with automatic alerts on accounts that breach compliance rules. Maintain an audit trail across your entire platform.
Enterprise-grade access controls
Limit the eligible trading universe. Configure rules by firm, branch, advisor, household, or individual account.
In-house security team
Enforce PMP checks using real-time data. Validate trade-level compliance at execution and during audits automatically.
In-depth, independent audits
Take immediate action with automatic alerts on accounts that breach compliance rules. Maintain an audit trail across your entire platform.
99.999% uptime & disaster recovery
Help businesses and consumers earn more with automated cash management by optimizing between money market funds and individual bonds.
No model training
Help businesses and consumers earn more with automated cash management by optimizing between money market funds and individual bonds.
“Moment gives our financial advisors the ability to quickly generate and implement highly personalized proposals aligned to their clients' unique fixed income needs.”
Edward Jones
Principal and Head of Products