Security and your data

Client data is the most sensitive thing an advice firm holds. Here is how Adviser Toolkit handles it.

Security

• Multi-factor authentication on every seat.
• Row-level security around every client record, with least-privilege access throughout.
• Encryption in transit and at rest, using industry-standard protocols including TLS 1.2+ and AES-256.

Residency and privacy

• Client data is hosted in Sydney and stays onshore. No offshore processing.
• Your client data is never sold, and it is never used to train AI models.
• Advice records are kept for seven years, in line with your obligations.

Your data, your choice

Export or delete a client's data at any time. If you ever leave, every document you exported keeps working.