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ChangelogCompliance hardening and dashboard polish
  • Investment Committee, Tax, and Mark-to-Market workflows are now admin-gated for regulated-shape review.
  • Dashboard widget RBAC seeding so smoke users no longer hit 403s on shared surfaces.
  • Schwab refresh-token lifecycle hardening with token-issued timestamps, revoke-on-disconnect, and 429 backoff.
SOC 2 Phase 1 security baselineBacktesting v2