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Account Security

Your client data stays private.

Advisorbriefs is built for advisors who handle sensitive client conversations. We take access control seriously — every account uses secure session handling, and meeting data is processed with encryption in transit and at rest.

"The compliance and data handling questions were the first thing I asked about. The answers were thorough, and I could see it was built by people who understood what fiduciary responsibility actually means day to day."

Solo RIA, 9-year practice · $140M AUM, Mid-Atlantic
  • End-to-end encryption — TLS 1.3 in transit, AES-256 at rest
  • SOC 2 Type II audit in progress — expected Q4 2026
  • Designed to support compliance with SEC Rule 17a-4 recordkeeping
Read our full security overview

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