Your clients trust you with their financial future. We take that responsibility seriously with multiple layers of protection.
All data is encrypted with AES-256 at rest and TLS 1.3 in transit. Your client information is protected at every stage.
Each advisor's data is completely isolated using Supabase row-level security policies. No user can ever access another user's data.
API keys, tokens, and integration credentials are encrypted before storage. Even our team cannot view your raw credentials.
AI agents follow strict rules and never share data between clients. Built-in safeguards prevent regulatory violations.
We're actively working toward SOC 2 Type II certification to provide you with the highest level of assurance for data security.
All payment processing is handled by Stripe. We never store credit card numbers, CVVs, or any raw payment credentials.