Security
How we protect your data
Transparency over labels. We believe security is built through honest practices, not marketing badges.
01
Your Data
You own it
Delete anytime
AI Training
Data ownership
Firms own their data. You can delete it at any time. No reuse for training external models.
02
Firm 1
Firm 2
Firm 3
Canada
Isolated • No cross-tenant access
Data storage
Data stored in Canada. Isolated per firm with no cross-tenant access.
03
Admin
Manager
Viewer
Firm-level permissions
Audit-ready structure
Access control
Firm-level permissions with role-based access. Audit-ready structure built in.
04
Data
Encrypted
SOC 2–compliant providers
Encrypted at rest & in transit
Infrastructure
Built on secure, SOC 2–compliant infrastructure providers. Encryption at rest and in transit.
Roadmap
SOC 2 readinessPlanned
Controls evolutionOngoing with firm requirements
Security is a process, not a badge.