Security


Our Commitment
You are the most trusted financial adviser that your client knows. That trust keeps them loyal year after year. Trust takes time to build but can disappear in an instant with one mistake.
The technology you choose should help you strengthen that trust, never threaten it. That's why we built Accordance with complete security and privacy. We never train on your data, and your information stays protected.
But even the best AI isn't perfect. Hallucinations happen, which is why excellence requires partnership. We're committed to building systems that minimize errors and sharing best practices to help you avoid pitfalls. Your continued vigilance will help us all maintain the professional standards your clients expect.
We both understand that frontier intelligence isn't fully charted territory, but together, we can reach new horizons while protecting what matters most: the trust your clients place in you.

Your Data
Your data is never used to train or fine-tune any AI model. That's a guarantee, not a policy preference.
Your Data
We hold zero data-retention agreements with model providers. Nothing from your session persists beyond your request.
Your Data
Your prompts are processed to fulfill your request and nothing else. No secondary use, no exceptions.
Your Data
No one at Accordance can review your data without your explicit written authorization.
Your Data
Restricted access to your data is verified annually by independent auditors under SOC 2 standards.
Learn MoreFirmwide Security
Network segmentation and restricted administrative access ensure your environment is separated at the infrastructure level, preventing unauthorized access across the platform.
Role-based controls ensure every user accesses only what they need. Single sign-on keeps authentication centralized and auditable.
Every request travels over TLS 1.2 or higher. Full audit logging and continuous monitoring maintain a complete record of platform activity.
Your data is encrypted with AES-256 and stored in isolated environments, separated from non-production systems.
FAQ
