Trust & Privacy
Architected for end-to-end encryption, per-family isolation, and zero-knowledge privacy — from the ground up. Because autonomous AI agents need a trust foundation that's as rigorous as the work they do.
Most AI platforms bolt security on as an afterthought. We built the trust infrastructure first — then put autonomous agents inside. Every family gets an isolated encrypted environment, and agents operate within those boundaries. Our architecture is designed so that privacy isn't a feature — it's the foundation.
entropyFA is held to the enterprise security standards of a SOC 2 certified technology platform AND the fiduciary, compliance, and regulatory standards of a fiduciary institution.
Privacy-First
Designed so every family's data stays private — by architecture, not just policy.
Architected for end-to-end encryption from the ground up. Data is designed to be encrypted at rest and in transit, with per-family encryption keys.
Every family gets their own isolated environment — designed so client information is never commingled with other families' data in queries or processing.
Your data is never used to train AI models that serve other customers. What you share with entropyFA is used only to serve you.
We will never sell, share, or monetize your data. This is contractual, not just policy; it's in our platform agreement.
Your data belongs to you. Export your data at any time in standard formats. When you leave, we certify complete deletion, not just deactivation.
Enterprise Security
Designed for AES-256 encryption at rest and TLS 1.3 in transit. Per-family encryption keys ensure data isolation at the cryptographic level.
Role-based access control (RBAC) ensures users only see what they need. All access is logged and auditable. Multi-factor authentication is enforced for all accounts.
Hosted on SOC 2 certified cloud infrastructure with continuous monitoring, automated threat detection, and 24/7 incident response.
Live compliance monitoring and security documentation.
Architecture
The precision of deterministic math. The reasoning of AI.
Large language models that:
Deterministic computation for:
Generative engine parses email, identifies cash need and timeline.
Quantitative engine evaluates tax lots, calculates tax impact of each sale option.
Generative engine compiles recommendation with reasoning and presents to advisor.
Complete audit trail records every step.
Autonomous doesn't mean unsupervised. Every significant action goes through human review before execution.
Agents analyze, recommend, and prepare — but you make the final call. Every action requires explicit human approval before execution.
Every recommendation comes with the complete reasoning chain, data sources consulted, and confidence level. No black boxes.
Agents identify edge cases, unusual patterns, and situations that warrant human judgment — and flag them for your review.
Compliance
Built to meet the compliance requirements of SEC-registered investment advisors and fiduciary institutions.
Platform-enforced ethical guidelines that ensure AI agents operate within fiduciary standards.
Every decision, recommendation, and data access is logged with full reasoning trails — ready for regulatory review.
We'd love to walk you through our security infrastructure and compliance framework.
Get in Touch