• The PLANNER FRAMEWORK is a single page application (SPA) with RESTful service layer that is designed and implemented in compliance with modern technology standards
  • Data base independent, parallel processing, business object layer (BOL) performs high speed calculations over the Cloud
  • Front end exploits CSS, HTML 5 for customer branding possibilities and performance across a range of browser and hand-held devices  


  • Capital Objects utilizes Azure to achieve a global scale on a worldwide network of Microsoft-managed datacenters across 50 regions
  • We utilize Azure to detect and mitigate threats with a central view of all your Azure resources  
  • Microsoft Cloud provides the most comprehensive compliance coverage (70+ compliance offerings), and recognized as the most trusted cloud for U.S. government institutions



All capabilities of the software platform can be assessable via a superb application programing interface (closed by default for security reasons). All functions in the platform can be accessed once the specific web services (on request) are opened. Using the API, our platform can:

  • Integrate with other systems as inputs
  • Feed data to other systems with data extraction



The platform ensures your peace of mind with the following user authentication features:

  •  User passwords are encrypted, which means they are inaccessible, even to our development and support teams  
  • User passwords can be simple or forced to be more complex based on setup preferences  
  • User passwords can be forced to change at a pre-specified interval  
  •  Logins are monitored, with audit logs available to administrators


The PLANNER FRAMEWORK utilizes Secure Sockets Layer to encrypt data.  Secure Sockets Layer (SSL) is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private. SSL is an industry standard and is used on millions of websites in the protection of users’ online transactions with their customers. 


  • All data for a customer is maintained in a separate database and is not co-mingled with any other client data 
  • The data base is backed up hourly 
  • Unique web addresses are established for:   
    • Firm wide access and  
    • Restricted additional access  
  • Separate instances of web services are established with a secure SSL connection, thus enhancing security  


User authorization explicitly controls access to areas of the system according to user role.  Access to areas of the platform according to user or user role are explicitly in the control of the system administrator. On the platform, security is granular and can be set for any legal entity or object in the entire domain.   Security levels include: 

  • Invisible  
  • Display 
  • Edit   


The platform enhances surveillance of logins and user access with various features:

  •  Monitoring capabilities can be selectivity granted to users  
  •  User logins can be monitored 
  • Audit history can track what areas of the system users access and what data was accessed 
  • Document downloads are also fully tracked with date and time; this is particularly useful for investor compliance purposes


The PLANNER FRAMEWORK  is a Microsoft application that runs on Azure, the Microsoft Cloud application hosting.  By adopting this platform, users gain the benefit of a complete business continuity plan with on-demand backup and recovery.  When paired with the technology platform, the following standards are supported:

  • ISO 27001 
  • SOC 1 compliance
  • SOC 2 compliance