Security
Oversight without taking control of your money.
We see enough to advise. Never more than that.
Model
Four principles.
No custody
Funds are never held by FromCFO.
No unilateral transfers
Nothing moves without your authorisation.
Least privilege
Only the data needed for a decision.
Audit trail
Every access and change is logged.
Boundaries
What FromCFO does not do.
- FromCFO never takes custody of your funds, accounts or assets.
- FromCFO cannot move money and never initiates a transfer on your behalf.
- FromCFO is not a licensed investment advisor and does not recommend specific securities or products.
- Access is least-privilege: each participant sees only the entities and modules explicitly granted to them.
- Every access, change and approval is written to an audit trail you can review.