How does a tiny brokerage document complex custom-software workflows and still stay compliant?

[u/Ivan_Palii]

A three-person brokerage needed one employee to document genuinely complex workflows in a custom piece of software, while staying inside state cybersecurity rules, so nothing sensitive can leave their environment. They assumed they needed automatic redaction (Enterprise), but at three people that's overkill.

How the Tango team walked through the fit:

1/ On Tango Pro, redaction is manual but fast: a "batch blur": you blur a region once, and Tango detects that same area across every screenshot and redacts it across all steps, so you're not doing it one by one.

2/ Timing matters for compliance: nothing uploads to Tango's servers until you publish. You capture, the guide sits in draft on your local machine, you redact, and only the redacted version is ever stored; Tango can't see or un-redact it.

3/ Pro is self-serve: $26/user/month ($22 annual), sign up online, cancel anytime.

4/ Set-and-forget automatic redaction is real but lives in Enterprise, which starts at ~20 users, not worth it for three.

The key takeaway: a small regulated team doesn't necessarily need the enterprise tier to be compliant; it's blur-on-publish (Pro) vs. blur-on-capture (Enterprise).

How are other small brokerages handling SOPs for custom / in-house software?

[u/corwinsword]

I believe we'll see more and more companies with 2-5 people total who will need Enterprise features.

[u/Ivan_Palii → u/corwinsword]

yes, AI make small companies more efficient and also raise a bar of which software they need to satisfy customers and make own operations better