AI Productivity, Without the SEC Audit Risk.
RIAs must meet the new Reg S-P standards by June 3, 2026. Secure Finance Brief is a zero-retention vault that turns institutional research into client summaries while keeping you 100% compliant.
The Shortest Path
From research to client-ready summary
Upload institutional research, ask about market conditions, or explore platform features. Try it now -- no account needed.
Try the SFB Assistant
Upload a document, ask about markets, or learn about the platform.
Demo includes: 1 document analysis, 5 market queries, unlimited platform questions. Create a free account for more.
The Audit Guard
Built for the auditor in the room
SFB doesn't just help you work faster. It creates the compliance paper trail that proves your AI usage is responsible, verified, and secure.
Automatic Compliance Log
Every AI interaction is timestamped, hashed, and logged. Prove to auditors exactly what was generated, who reviewed it, and when.
Human-in-the-Loop Verification
No output leaves the vault without a human sign-off. Every review is cryptographically tied to the advisor's identity.
Zero-Retention Architecture
Client data is never stored. Documents are processed in-memory and purged immediately. There is nothing for bad actors to steal.
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.
Reg S-P 2026 Aligned
Purpose-built to meet the SEC's updated Regulation S-P requirements for safeguarding customer information.
Early Access
Be ready for June 3rd.
Join the early access list and lock in founding pricing at $49/mo before public launch.
No credit card required. Cancel anytime.