Security is Serious at AutoAdvise.

We help UK financial advisers work smarter. Securely.

Enterprise-Grade Security by Default

AutoAdvise is built for the demands of FCA regulated financial professionals.
We use the same high standards expected by large institutions whether you’re a solo adviser or a national firm.

UK-Based Cloud Hosting
Data stored on ISO 27001-certified UK infrastructure. Some processing in the EU.

End-to-End Encryption
TLS 1.2+ in transit, AES-256 at rest.

Built for Regulated Advice
Tools support workflows aligned to FCA expectations (COBS, Consumer Duty, GDPR).
Regulatory responsibility remains with the adviser.

Control & Confidentiality

You Own the Data
We never sell client data or train LLMs on it. Your firm stays in control at all times.

Granular Access Permissions
Choose who can access, edit, and delete records within your team.

Timestamps & Attribution
Every update is logged with a time and the user responsible.

Data Deletion On Request
Want to leave? We’ll securely delete all your data upon request.

How We Use Data (Responsibly)

Usage Analytics May Be Used to Improve Our Tools
Only anonymised — no client-specific data is used without consent.

Trusted Third-Party Processors
Bound by GDPR-compliant contracts. We audit them regularly.

Built by Professionals Who Understand Compliance

Developed by a team with experience in regulated fintech

Security-first architecture using least-privilege principles

Code reviewed, penetration tested, and vulnerability scanned regularly

Want to Learn More?

We’re happy to walk you through how we handle your data anytime.

Contact: oren@autoadvise.co.uk