Your clients' data is protected with enterprise-grade security and compliance.
All data is encrypted in transit and at rest using AES-256 encryption. Your clients' information is protected at every step.
We maintain the highest standards of security, availability, and confidentiality. Independently audited and verified.
Built on enterprise-grade cloud infrastructure trusted by banks and Fortune 500 companies worldwide.
Granular permissions ensure team members only see what they need. Audit logs track every action for compliance.
Daily automated backups with point-in-time recovery. Your data is safe, even in the event of unexpected issues.
SEC Reg S-P, SOC 2 Type II, GLBA, and FINRA compliant. We help you meet regulatory requirements without the complexity.
Have questions about security? We're happy to discuss our security practices.
Contact Security TeamSecurity and privacy are built into every layer of our platform, not added as an afterthought. When you're working with client data, we automatically use secure processing methods that keep your clients' information protected.
Each firm's data is completely isolated at multiple levels (database, storage, encryption) to ensure no cross-firm data access. Advisors can only access households assigned to them.
Multiple layers of security protect your data: encryption, access controls, audit logging, security monitoring, and regular audits. No single point of failure.
All data is encrypted at rest using firm-specific encryption keys and encrypted in transit using the latest TLS protocols. Complete multi-tenant isolation ensures your firm's data is completely separate from other firms. Every action is logged in tamper-proof audit logs for compliance.
When advisors manage client data through our platform, we use advanced protection measures including PII detection and tokenization, secure AI processing, and complete audit trails. Client data is protected with the same enterprise-grade security as your firm data.
When processing queries that involve client information, we use secure processing methods that keep client data protected. Research queries that don't contain client information may use external services, but client data always stays within our secure infrastructure.
We maintain compliance with key financial industry regulations including SEC Regulation S-P (2024) for financial data protection, SOC 2 Type II certification for security and availability controls, GLBA compliance for non-public personal information, and the FTC Safeguards Rule. These certifications and compliance measures help ensure your firm meets regulatory requirements.
Join financial advisors who are working smarter, not harder.