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Security

Engineered To Earn Trust

End-to-end, multi-layered security, certified to exceed industry standards.

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Our Commitment

You are the most trusted financial adviser that your client knows. That trust keeps them loyal year after year. Trust takes time to build but can disappear in an instant with one mistake.

The technology you choose should help you strengthen that trust, never threaten it. That's why we built Accordance with complete security and privacy. We never train on your data, and your information stays protected.

But even the best AI isn't perfect. Hallucinations happen, which is why excellence requires partnership. We're committed to building systems that minimize errors and sharing best practices to help you avoid pitfalls. Your continued vigilance will help us all maintain the professional standards your clients expect.

We both understand that frontier intelligence isn't fully charted territory, but together, we can reach new horizons while protecting what matters most: the trust your clients place in you.

David Yue & Finsam SamsonCo-Founders, Accordance
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01

Your Data

No Model Training

Your data is never used to train or fine-tune any AI model. That's a guarantee, not a policy preference.

02

Your Data

Zero Retention

We hold zero data-retention agreements with model providers. Nothing from your session persists beyond your request.

03

Your Data

No Secondary Use

Your prompts are processed to fulfill your request and nothing else. No secondary use, no exceptions.

04

Your Data

Authorization Required

No one at Accordance can review your data without your explicit written authorization.

05

Your Data

Independently Audited

Restricted access to your data is verified annually by independent auditors under SOC 2 standards.

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At Accordance, security is built into the foundation of our platform not as a compliance afterthought, but as core infrastructure.

Firmwide Security

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Enterprise-Grade Infrastructure

Accordance is deployed on secure, enterprise-grade infrastructure with layered protections. These controls are designed with industry security frameworks and enterprise IT expectations.
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Network

Network segmentation and restricted administrative access ensure your environment is separated at the infrastructure level, preventing unauthorized access across the platform.

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Access Control

Role-based controls ensure every user accesses only what they need. Single sign-on keeps authentication centralized and auditable.

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Application

Every request travels over TLS 1.2 or higher. Full audit logging and continuous monitoring maintain a complete record of platform activity.

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Data

Your data is encrypted with AES-256 and stored in isolated environments, separated from non-production systems.

Confidential
Certified
Defensible

FAQ

  • Sensitive data is encrypted in transit and at rest using strong encryption standards
  • Access to sensitive information is restricted to authorized personnel based on roles and responsibilities
  • Handling of sensitive information follows regulatory and industry standard practices for confidentiality and privacy

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See Accordance in Action

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Accordance © 2026
505 Montgomery Street, San Francisco, CA

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