Security & Compliance
Security and control at the center of the workflow
AIDA is built around data security, permissioned broker connections, clear user approval and full auditability — so you stay in control of what happens with your data and your portfolio.
Data Security
Your data, handled with care
Protecting portfolio and account data is a baseline requirement, not an afterthought.
Data protection
Portfolio and account data is handled with encryption in transit and at rest.
Controlled infrastructure
Access to systems and data is restricted and monitored.
Authentication
Account access is protected through modern authentication practices.
Access & Control
Permissions you define, execution you approve
AIDA connects to your brokerage through a permissioned model — and never acts beyond what you authorize.
Broker connection model
AIDA connects to brokers through defined, permissioned integrations.
Read-only or execution
Permissions are configurable — from read-only monitoring to execution support, per setup.
User approval
Actions that matter require explicit user confirmation before anything happens.
No unauthorized execution
Nothing is executed automatically without the permissions and approvals you define.
Auditability and traceability
Every recommendation comes with its rationale, and actions are designed to be traceable. An audit trail helps you understand what was proposed, what was approved and why — supporting a transparent, reviewable investment process.
Audit trail
A record of proposals, approvals and actions.
Transparent rationale
Reasoning attached to every signal and proposal.
Compliance-Ready Workflows
Designed to fit controlled processes
AIDA is built to support compliance-ready, controlled workflows — with human approval and clear roles.
Controlled workflows
Structured, reviewable steps from signal to approved action.
Human approval
People stay in the loop for every meaningful decision.
Role-based access
Role-based permissions are on the roadmap for team setups.
AIDA provides portfolio intelligence and workflow tools. It does not provide personalized investment advice, and references to compliance describe product design and controlled workflows rather than a specific regulatory status. Details on corporate and licensing structure will be shared as they are finalized.
See how control is built in
Book a demo to walk through data handling, permissions and the approval workflow.