AssureOne
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DATA SECURITY

Security your clients
can trust.

AssureOne is built with multiple layers of industry-standard security to protect your firm's and your clients' most sensitive data - at every layer, in every workflow.

SOC 2 Type IIISO 27001ISO 42001
AI PRIVACY

Your data works for you - never against you.

No model training

Your firm and client data never trains or improves any AI model - ours or anyone else's.

Full data isolation

Strict tenant separation keeps every firm's data logically isolated from every other.

Traceable AI

Every agent action is logged, timestamped, and fully auditable.

No selling or sharing

We never sell or share your firm or client data with third parties.

Delete anytime

Export or permanently remove your data whenever you choose.

Transparent by design

Every AI step shows its sources, the changes it made, and its rationale.

SECURE BY DESIGN

Protection built into every layer.

From the network to the database, security is a default - not a setting you have to turn on.

No credential storage

We never store your credentials - access is granted through revocable, scoped tokens.

Encrypted at rest

AES-256 encryption with HMAC integrity across all stored data.

Encrypted in transit

HTTPS/TLS on every connection, end to end.

US-based hosting

All customer data is stored on infrastructure in the United States.

Role-based access

Granular, role-based controls with strict separation between customers.

Multi-factor authentication

MFA enforced across every account by default.

SECURITY OPERATIONS

Always watching, always ready.

Continuous testing and rehearsed response keep the platform resilient as it grows.

Penetration testing

Regular third-party penetration tests and continuous vulnerability scanning.

Incident response

A rehearsed program with rapid triage and prompt notification.

Encrypted backups

Automated daily backups, encrypted, with geographic redundancy.

DOCUMENTATION & COMPLIANCE

Everything you need for your due diligence.

Reviewing AssureOne for your firm? Our team will walk your IT and compliance stakeholders through our controls and share documentation on request.

security@assureone.aiVisit the Trust Center
SOC 2 Type II report
Available to review under NDA.
Additional documentation
Further compliance docs available on request.
Dedicated security team
Direct access to the people who own our controls.
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✦ Integrated · AI-First · Agentic

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your firm?

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