Client Toolbox
A shared view of client readiness. Explore a fictional portfolio and prepare a sample quarterly review.
Portfolio Management
A workspace that turns identity, endpoint, and security evidence into a client book you can explain — scores, gaps, and next conversations.
- A scoped book of clients, not a generic dashboard
- Scores that point back to a control, a source, and how fresh the evidence is
- Gaps lower confidence instead of looking clean
- A governed AI teammate that drafts; source systems stay authoritative
Shipped the collection pipeline, explainable scoring, and the client book used in evidence reviews.
Design choices
A score is only useful if someone can inspect its basis. The client view keeps source evidence, collection freshness, and missing information visible. Missing evidence remains a gap rather than silently becoming a passing result.