No training on your data
Your documents, communications and pipeline are never used to train AI models, and are never visible to any other firm.
Data Security
FundAtlas was built on a non-negotiable principle: the confidentiality of customer data comes first. Security is engineered into every layer — from how data is ingested to how Atlas generates outputs — and continuously reviewed, tested and refined.
Visit our Trust Center Running vendor diligence? Send us your security questionnaire — our data security team will return it completed.Your documents, communications and pipeline are never used to train AI models, and are never visible to any other firm.
Every firm’s data lives in its own isolated storage with separated processing. No commingling, no shared indexes.
All data is encrypted in transit and at rest, with key management and rotation to enterprise standard.
Single sign-on, multi-factor authentication and role-based permissions — every action recorded in complete audit trails.
Regular third-party penetration testing and security reviews probe the system the way an attacker would — before anyone else can.
Our security program is built to SOC 2 Type II standards, with our Type II audit in progress.