A trading platform handles sensitive client information and real funds. Security is designed into OKTA Lab from the ground up — not bolted on later.
Granular per-entity roles and field-level permissions — staff see only what their role allows, all the way down to individual fields.
Gateway and integration credentials are stored in an encrypted secret store — never in plain text, never exposed to the client side.
API keys are stored only as a SHA-256 hash, scoped, IP-restricted and rate-limited — a leaked backup can't be replayed.
Every action — staff, client, robot or API — is recorded and searchable, on the account and system-wide.
Public endpoints never leak source, paths or stack traces; directory listing and source files are blocked at the server.
Automated database backups with a restore path, plus health checks across the CRM, feed, workers and cron.
Sensitive data — KYC documents, client contact details, financials — is gated by permission and scope, with sessions you can review and revoke.
OKTA Lab provides technology and software services only. We do not provide trading, brokerage, investment or financial services; we do not give trading, investment or financial advice or recommendations of any kind; and we do not solicit, receive or hold client funds. Any brokerage operation, trading conditions, market access, licensing and regulatory compliance are the sole responsibility of the client operating the platform.
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