The Compliance-First AI Vault for RIAs
Turn institutional research into client-ready summaries in seconds. Zero data retention. Full audit trail. Ready for the June 2026 Reg S-P deadline.
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See it in action
Upload a research document, ask about the markets, or learn about SFB. No account required to try.
Try the SFB Assistant
Upload a document, ask about markets, or learn about the platform.
Demo limits: 1 document, 5 market queries, unlimited platform questions. Sign up free to unlock more.
Core Capabilities
Built for how RIAs actually work
Speed without shortcuts. Compliance without friction.
Research to Summary in Seconds
Upload institutional research and receive client-ready talking points instantly. No manual summarization. No copy-paste compliance risks.
Zero Data Retention
Documents are processed in-memory and purged immediately. There is nothing to steal, nothing to subpoena, and nothing for auditors to question.
Audit-Ready Compliance Trail
Every AI interaction is timestamped, hashed, and logged. Export SEC-ready documentation with a single click when auditors come knocking.
How It Works
Three steps. Full compliance.
Upload Research
Drop an institutional research PDF into the vault. It is encrypted in transit and never stored.
AI Generates Summary
SFB extracts key insights and produces compliant, client-ready talking points in seconds.
Human Reviews & Approves
An advisor reviews the output, signs off, and everything is logged to the compliance audit trail.
Compliance & Security
Built for the auditor in the room
SFB creates the compliance paper trail that proves your AI usage is responsible, verified, and secure.
Reg S-P 2026 Aligned
Purpose-built to meet the SEC's updated Regulation S-P requirements for safeguarding customer information.
Zero-Retention Architecture
Client data is never stored. Documents are processed in-memory and purged immediately after output generation.
Full Audit Transparency
Export compliance logs in SEC-ready format. One click to generate the documentation auditors actually ask for.
SOC 2 Type II Infrastructure
Built on enterprise-grade infrastructure with continuous monitoring, encryption at rest, and annual third-party audits.
Ready to get started?
Join the early access list and lock in founding pricing at $49/mo before public launch.
No credit card required. Cancel anytime.