Secure Data Management for Private Equity

Your Data. Your Control. Total Security.

For value creation, data is everything. But with growing compliance demands, increasing cyber threats, and complex data flows across multiple systems, securing that data isn’t just a priority – it’s a necessity. Planr ensures your portfolio’s financial, operational, and investor data remains protected, controlled, and audit-ready at all times.

With enterprise-grade security, encryption, and strict governance controls, Planr eliminates data silos and minimizes risk – without adding friction to your workflow.

Enterprise-Grade Security & Compliance.
Without the Complexity

Protecting fund and portfolio data shouldn’t be an afterthought. Planr delivers ironclad security, audit-ready compliance, and seamless data governance—ensuring your financial, operational, and investor data is always protected, structured, and accessible when you need it.

Enterprise-Grade Security

Planr is built on a foundation of enterprise-grade technology, combining advanced AI, natural language processing, and cutting-edge security protocols. From seamless integrations to automated compliance, every aspect of our platform is designed to keep your fund and portfolio data secure, structured, and accessible—without adding complexity.

Security by Design: Built for Private Equity

Security isn’t an add-on—it’s embedded into every layer of Planr. Our Secure Development Policy ensures that each release undergoes rigorous security testing, while continuous monitoring safeguards against evolving threats.

Encrypted Data Transmission: Protection at Every Level

From submission to storage, Planr encrypts your financial, operational, and investor data using enterprise-grade security measures.

24/7 Continuous Monitoring: Security Without Downtime

Your data doesn’t sleep, and neither does Planr’s security infrastructure. Our real-time monitoring and threat detection ensure uninterrupted protection.

Rigorous Security Testing: Enterprise-Level Defense

Security is never a one-time process. Planr undergoes continuous internal and third-party testing to fortify our platform.

Secure Your Data with Confidence

Planr’s enterprise-grade security framework safeguards your financial, operational, and investor data with advanced encryption, AI-powered threat detection, and continuous monitoring. Stay compliant, prevent breaches, and ensure your portfolio’s most valuable asset remains protected at all times.