Resources
Deep dive into our deliverables, security standards, and answers to common questions.
Tangible deliverables. Instantly generated.
Client-ready artifacts you can use immediately.
Prep Brief
Full context snapshot before you say hello.
Recent Life Event
Grandchild born (Leo). Send congrats.
Financial Situation
Down 2% YTD. "Concerned" sentiment detected in last email.
Meeting Prompts
Next best questions based on real-time analysis.
Recommended Ask
"Since you mentioned liquidity is a priority, should we keep the liquidity strategy short-term?"
Follow-up Draft
Complete email ready to review and send.
Subject: Summary: Strategy Update
Hi Eleanor, loved seeing the photos of Leo! regarding the liquidity strategy, we agreed to keep it short-term to maximize flexibility...
Enterprise-grade security.
Built for regulated firms.
We act as a sub-processor that respects your fiduciary obligations. Client data is isolated, encrypted, and never used to train our public models.
Compliance
- SOC 2 Type II Audited
- Annual Penetration Testing
- FINRA/SEC Guidelines Aligned
Encryption
- AES-256 at Rest
- TLS 1.3 in Transit
- AWS Key Management Service
Data Residency
- US-Based Hosting (AWS)
- Configurable Retention
- Secure Deletion Policy
Access Control
- SSO (Okta/Azure AD)
- Role-Based Access (RBAC)
- MFA Enforcement
AI Safety
- PII Redaction/Scrubbing
- Zero-Training Policy
- Prompt Injection Defense
Incident Response
- 24/7 Monitoring
- 99.9% Uptime SLA
- Business Continuity Plan
Important Compliance Note
Finaric is an intelligence and documentation tool. It aids in understanding client needs but does not provide financial advice. Advisors remain the sole decision makers and fiduciaries.
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Questions we hear most from firms
Addressing the top concerns about compliance, data, and implementation.
Outputs Gallery
Download sample deliverables.
FAQ
Implementation and boundaries.