Privacy
Client information is collected for the purpose of delivering services under the partner agreement. We aim to collect only what is needed for the work being performed.
Security & privacy
Your Clients Trust You. That Trust Extends to Us.
We take the handling of sensitive family financial information seriously. Here is how we think about privacy, controls, and client information.
Our approach
Principles We Build Around.
Access controls
Access to client information is intended to be limited to the advisor, their authorized team members, and the professionals coordinating that client’s engagement.
Client information handling
Documents and data are handled through the platform’s workflows rather than scattered across email threads, supporting a more organized and accountable process.
Partner diligence
We expect partners to perform their own due diligence. Detailed security, data-handling, and retention terms are provided during onboarding and documented in the partner agreement.
Due diligence
Questions We Welcome.
We encourage every advisor to ask these questions of any service provider. We'll answer them in detail during your walkthrough.
- How is client data stored, and where?
- Who can access a given client’s information?
- How are documents shared with outside professionals?
- What are the data retention and deletion practices?
- How are security incidents communicated to partners?
This page describes our general approach and is not a certification or compliance attestation. Specific controls and commitments are documented in the partner agreement.
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