Hosted in Australia.
Client records, portfolios and the documents you upload to the portal are stored in Australia, and so are our backups.
Client recordsDocumentsBackups
Compliance and privacy
An Australian home for your practice.
Portfolios, research, client documents and AI-assisted tools, together in one Australian-hosted workspace. Your clients' details are protected at every step, so compliance conversations stay simple.
How we protect it
Three things to know.
Personal details stay out of AI.
Before our AI tools ask an AI model for help, they remove your clients' names and personal details. You still see them in the answer.
Enterprise-grade authentication.
Accounts are protected by a dedicated identity platform built for large organisations. Add two-factor authentication with an authenticator app, and repeated or suspicious sign-in attempts are blocked automatically.
Why it matters
Easier conversations
about compliance.
01
A simple answer for your licensee.
When your licensee or a client asks where client records and documents are stored, the answer is Australia.
02
Personal details kept from AI.
Our AI tools remove names, tax file numbers, contact details and account numbers before asking an AI model for help.
03
AI you can explain.
You can tell clients in plain terms how AI is used in your practice and how their details are protected.
The AI models we use currently run on Google Cloud and may process requests outside Australia, after clients' personal details have been removed. We're moving AI processing to Australia. Automated detection isn't perfect, so include only the client details a task needs. Some services we use to run the portal, such as email delivery, are based overseas; our Privacy Policy explains when information may be shared outside Australia. Need more detail for your licensee? Contact us.
Last updated October 2026.
Built for Australian adviceUse AI in your practice,
Use AI in your practice,
with confidence.
Client records and documents, stored in Australia.