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Security & Data Practices

Your clients trust you with their financial lives. We take that responsibility as seriously as you do.

Data Encryption

All data is encrypted both at rest and in transit. We use industry-standard AES-256 encryption for stored data and TLS 1.2+ for all data transmission. Your clients' portfolio information is never stored or transmitted in plaintext.

  • AES-256 encryption at rest
  • TLS 1.2+ encryption in transit
  • Encryption keys managed with strict access controls
  • Regular security audits and penetration testing
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Encrypted End-to-End

From the moment your data enters our system to the moment it's displayed on your screen, it's protected.

Read-Only Custodian Access

EquiLenz connects to your custodian accounts with strictly read-only access. We can see holdings and account data to organize intelligence around your portfolios — but we can never place trades, move funds, or modify account information.

  • Read-only API connections — no trading capability
  • No ability to move funds or modify accounts
  • Minimal data access — we request only what's needed
  • You can revoke access at any time
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Read Only. Always.

We see your holdings to deliver intelligence. We never touch your clients' accounts.

Data Isolation Between Firms

Every firm's data is logically isolated within our infrastructure. One firm's holdings, client information, and generated reports are never accessible to another firm. This isolation is enforced at the application layer and the database layer.

  • Strict multi-tenant data isolation
  • Per-firm access controls and authentication
  • No cross-firm data aggregation or sharing
  • Isolated data processing pipelines
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Your Data Stays Yours

Firm-level isolation means your data is never mixed with, visible to, or shared with anyone else.

AI & Data Handling

EquiLenz uses AI to analyze public financial documents like earnings transcripts and SEC filings. We are committed to responsible AI practices that protect your firm and your clients.

  • Your data is never used to train AI models
  • Your data is never shared with third parties for model training
  • AI analysis is performed on public financial documents, not private client data
  • Client portfolio composition is used only to filter and organize results — never shared externally
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Responsible AI

AI works for you — your data never works for AI companies.

Data Residency & Compliance

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US-Based Infrastructure

All EquiLenz data is stored and processed within the United States. Your clients' portfolio data never leaves US-based data centers.

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Regulatory Data Retention

EquiLenz supports compliance with regulatory data retention requirements. Generated reports and audit trails are retained in accordance with applicable SEC and state regulations.

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SOC 2 Roadmap

We are actively working toward SOC 2 Type II certification. Our security practices are designed from the ground up to meet SOC 2 trust service criteria for security, availability, and confidentiality.

Security questions?

We welcome security inquiries from prospective and current clients. If you have questions about our security practices, data handling, or compliance, our team is ready to help.

security@equilenz.com