How we handle your clients’ data.

Transcripts only, no audio.

We capture meetings, transcribe them, and discard the audio. Voice recordings are not stored.

Encrypted at rest, per-firm isolated.

Your data never touches another firm's. Every record is encrypted before it touches the database.

Books-and-records aligned with an audit trail.

Designed to satisfy SEC Rule 17a-4 and FINRA Rule 4511 retention. Every meeting, login, consent change, and deletion is captured. Available to your CCO on request.

SOC 2 — honestly.

Audit not yet underway; we start it when customer traction warrants the timing. Pre-audit hardening is already in place. We will not claim a certification we don't hold.