Security & privacy
How we protect your data
You're trusting us with your family's most sensitive documents. Here's exactly how that trust is kept.
Your documents are encrypted in transit and at rest. Nothing you upload travels or sits unprotected.
Your data belongs to your household and is visible only to the people and professionals you invite. Matter-level permissions control exactly who sees what.
Before a document is analyzed, personal identifiers are stripped. The AI works on the substance, not your identity.
Nothing the system finds becomes a recommendation without review. Every extracted fact keeps its source — the page and the exact words it came from.
Your information is never sold, shared, or used to train models. We illuminate — we never prescribe.
Questions about security? Ask your onboarding specialist — or your Family Wealth Advisor, once you have one.