Trust Center
Complete transparency about how Advisor Intelligence handles your data, protects your privacy, and supports your compliance obligations.
Data flow
How your data flows
On your device
- Templates are copied to your clipboard
- You paste into your own AI tool
- Client names, account numbers, PII — never touches our servers
- Generated outputs stay in your AI tool
On our servers
- Advisor profile: name, firm type, specialties, preferences
- Usage metadata: template counts for billing
- Favorites and history (template IDs, not content)
- Encrypted at rest and in transit
- Hosted on Supabase with row-level security
- No data sold, no data shared with third parties
AI Coach
INCLUDED- Chat conversations processed by Anthropic’s enterprise API
- Anthropic does not train on your inputs (zero-retention API)
- We recommend: do not include SSNs, account numbers, or sensitive PII
- Chat history stored encrypted, deletable from Settings
Compliance framework
Compliance-aware, not compliance-approved.
We help you draft faster. Your firm approves final use. Here's how we support your compliance workflow.
Built-in regulatory references
Every template includes SEC Marketing Rule (206(4)-1), FINRA 2210, Reg BI, and books & records reminders. Not generic disclaimers — specific, actionable checkpoints.
Firm-type awareness
Templates adapt compliance notes for RIAs (SEC/state), broker-dealers (FINRA), and wirehouses (firm-specific policies).
Review-before-send design
Every output includes a compliance review reminder. Nothing is sent directly to clients. You always review, edit, and approve.
What we explicitly don’t do
We don’t provide legal advice. We don’t guarantee compliance. We don’t auto-send communications. We don’t replace your CCO or compliance department.
Security
How we keep your data safe
Infrastructure
Vercel (hosting), Supabase (database + auth), Anthropic (AI API)
Authentication
Email/password with bcrypt hashing, session management via Supabase Auth
Data encryption
TLS in transit, AES-256 at rest (Supabase managed)
No data selling or sharing
Your data is never sold, shared, or used for advertising. Period.
GDPR-ready
Users can delete their account and all associated data from Settings at any time
Questions?
If you have questions about our data practices, security, or compliance approach, reach out.
support@advisorintelligence.com