Trust Center

Enterprise-grade security.
Built for regulated firms.

We act as a sub-processor that respects your fiduciary obligations. Your 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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SOC 2 Type II ReportPen Test SummaryData Processing AddendumSub-processor List