Private by design
Each firm has its own sealed space. Your families’ records stay yours, never shared and never used to train anyone else’s models.
- SOC 2Type II
- ISO 27001Information security
- GDPREU privacy
- CCPACalifornia privacy
One sealed space per firm
Your firm’s records live in their own isolated environment, encrypted at rest and in transit. No firm shares a space with another.
Your families’ information stays yours.
Your data never trains models
Nothing from your families is used to teach a shared model, now or later. The model works for your firm; it does not learn from it for anyone else.
Your edge stays your edge.
Every action logged
Every answer, every agent run and every sign-off keeps its sources and its trail, so your firm can audit the work like it would audit a person.
A record you can stand behind.
Advisors sign off on everything
Nothing reaches a client without an advisor’s approval. Agents prepare; your people decide.
Your judgment, your name, your call.
Straight answers for your compliance team
We will walk your team through how Caldris protects your families’ records and answer your due diligence questions directly.
Talk to us about security