Security & compliance
Designed for a regulated environment
Client data deserves care. ProSuitability is built around the advice process, with controlled access and auditable actions. We describe what we do plainly — and never imply a compliance guarantee.
Access control
Role-based access for advisers, paraplanners and firm admins.
Auditability
Significant actions across the workflow are recorded.
Data hosting
[TODO: client] Region and infrastructure details.
Encryption
[TODO: client] In transit and at rest details.
Retention
[TODO: client] Retention and deletion policy.
Sub-processors
[TODO: client] List of sub-processors.
No certifications are claimed here until verified — see [TODO: client] items above.
Questions about data safety?
Book a demo and we'll walk through how your firm's data is handled.