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
- FINRA/SEC-aligned design
- Observe-only — never financial advice
- Client-record audit logging
Encryption
- AES-256 at rest
- Encrypted in transit (TLS)
- Secrets in a managed key vault
Data Residency
- US-based hosting & data residency
- Org-scoped data isolation
Access Control
- Role-based access control (RBAC)
- Org-scoped permissions
AI Safety
- PII pseudonymized before AI
- Not used to train public models
- Structured-output guardrails
Reliability
- Managed, encrypted database
- Auto-reconnect on stream drops
- Meeting health tracking
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.
Questions about security or compliance?
Talk to our team — we're happy to walk through our security posture and roadmap.