We do not share the financial or personaldata collected outside of the platform.
The only people who have access to the analysis are you and, if applicable, the advisor who brought you access to the platform.
More information about our privacy & security policies can be found at the links below:
We are SOC 2 Type 1 compliant, and are currently working on our SOC 2 Type 2. This is an auditing procedure designed to ensure that providers are securely managing data to protect the privacy of its customers.
Most of our customers (Financial Institutions, Accounting Firms, etc.) required us to be compliant in order to consider partnering with us. We are audited on a regular basis to ensure that our platform is secure and that data is protected.