Data Encryption & Protection

All data transmitted between your device and our servers, as well as data at rest, is encrypted using robust, bank-grade encryption protocols (e.g., AES-256). We utilize Secure Socket Layer (SSL/TLS) technology to ensure the confidentiality and integrity of your information during transit.

Access to your data is strictly controlled, monitored, and requires multi-factor authentication for internal personnel. We conduct regular security audits and vulnerability assessments.

Financial Data Integration (Plaid & Similar APIs)

We partner with reputable third-party financial data aggregators, such as Plaid, to securely connect to your bank accounts and investment portfolios.

• We never store your bank login credentials on our servers. These credentials are handled directly and securely by the financial data provider.
• These providers use advanced encryption and security measures, are SOC 2 compliant, and employ robust fraud prevention systems.
• You grant read-only access to your financial data. We cannot move money or initiate transactions on your behalf.

Your Role in Security

While we take extensive measures to protect your data, your vigilance is also crucial.

• Use strong, unique passwords for your account.
• Enable two-factor authentication (2FA) for an added layer of security.
• Be cautious of phishing attempts and suspicious emails. We will never ask for your password via email.
• Log out of your account when using shared or public computers.

AI-Driven Advice Disclaimer

The AI-driven investment advice and financial forecasts provided on this platform are for informational and educational purposes only. They are based on algorithms and the data you provide, and do not constitute financial, investment, tax, or legal advice.

Before making any financial decisions, including investments, we strongly recommend consulting with a qualified financial professional. Past performance is not indicative of future results. All investment carries risk.