Security & privacy
You hold your clients' financial lives. We built Advisor Terminal to protect that, with bank-grade encryption, SOC 2 Type II infrastructure hosted in Canada, and privacy and compliance designed in from the first line of code.
The foundations
Security here is not a setting you turn on. It is how the whole platform is built, from the infrastructure up.
Encrypted in transit with TLS and at rest with AES-256. Your clients' data is unreadable to anyone without the keys, end to end.
Built on SOC 2 Type II compliant infrastructure, independently audited against the highest standards for security and availability.
Your data is stored and encrypted in Canada and never moved offshore. Canadian data, on Canadian soil.
Two-factor authentication for every user, role-based permissions, and row-level security so people see only what you allow.
Every action is logged and timestamped. Nothing happens in your practice without a record of who did what, and when.
Continuous, encrypted backups with redundancy and recovery, so your records are never one failure away from gone.
Defense in depth
Two-factor and access control
Encryption · TLS and AES-256
Data segmentation and privacy
SOC 2 Type II infrastructure
Encrypted backups, in Canada
Your clients' data
Defense in depth
No single safeguard is ever enough for a client's financial life, so we layer them. Access is gated by two-factor authentication and role-based permissions. Everything is encrypted in transit and at rest.
It all runs on independently audited SOC 2 Type II infrastructure, backed up and encrypted in Canada. To reach your clients' data, every layer has to hold. They do.
Privacy, compliance & retention
This is a regulated profession, and the platform treats it that way. Privacy, record-keeping and compliance are designed in, not patched on.
Built around PIPEDA and Canadian privacy law. Your clients' personal information is collected, used and stored the way Canadian regulation requires.
Keep the records you are required to. Notes, documents and history are retained for the seven years the industry expects, and archived records stay searchable and restorable.
Disclosure tracking in Meeting Notes, compliant file storage, and a complete audit trail mean you are ready the moment compliance asks.
Portable, exportable, never sold and never mined. No contracts with dealers or custodians. If you ever leave, your practice leaves with you. If you ever move, your practice moves with you.
We know exactly what we are holding: the financial lives of real families, and the trust your clients place in you to protect them. That is not something you secure as an afterthought.
So security, privacy and compliance are not features on this platform. They are the foundation everything else is built on, because we know the industry, and we know what it costs to get this wrong.