Poseidon is built from the ground up to protect sensitive financial data. AES-256 encrypted, regularly audited, and designed to meet the security demands of regulated industries.
Compliant Logging
Encryption at Rest & In Transit
Uptime SLA
Transport Security
We treat your client data with the highest level of care. Multiple layers of protection ensure your information stays secure.
All data is encrypted at rest using AES-256 encryption, the same standard used by major financial institutions and government agencies.
All data transmitted between your browser and our servers is protected with TLS 1.3, preventing interception or tampering.
Each customer's data is logically isolated with strict access controls. Your data is never commingled with other accounts.
Continuous automated backups with point-in-time recovery. Your data is replicated across multiple availability zones.
Clear data retention policies with full data deletion upon account termination. You maintain ownership of your data at all times.
Every access to your data is logged with immutable audit trails. Know who accessed what data and when, exportable for compliance reviews.
Security is built into every layer of our platform, from authentication to code deployment.
MFA available for all accounts via Firebase Auth. Protect your team with an additional layer of verification beyond passwords.
Granular permissions let you control exactly who can access what. Compliance officers, advisors, and admins each get appropriate access levels.
Our engineering team follows OWASP best practices, with code reviews, static analysis, and dependency scanning on every release.
Regular third-party penetration tests by independent security firms. Vulnerabilities are triaged and remediated on strict SLAs.
Continuous vulnerability scanning across our infrastructure and application stack. Critical issues are patched within 24 hours.
Documented incident response plan with defined escalation procedures. Customers are notified within 72 hours of any confirmed security incident.
We maintain compliance with the regulatory frameworks that matter most to financial advisors and their clients.
We conduct regular third-party penetration testing and security assessments to continuously validate our security controls and identify areas for improvement.
Full compliance with the EU General Data Protection Regulation. We offer Data Processing Agreements, support data subject rights, and maintain records of processing activities.
Compliant with the California Consumer Privacy Act and California Privacy Rights Act. Transparent data practices with opt-out mechanisms.
Our platform helps RIAs meet the SEC's updated Regulation S-P requirements, including incident response programs and 30-day breach notification obligations effective June 2026.
All prospecting activities are automatically logged and auditable per FINRA communication recordkeeping requirements. Immutable message archives for examinations.
Built-in compliance with Rule 206(4)-1 for testimonials and endorsements. Approval workflows route content through compliance review before distribution.
For detailed information about our data practices, see our Privacy Policy and Terms of Service.
We believe in full transparency. Request access to our security documentation to support your due diligence process.
Our latest third-party security assessment covering infrastructure, application security, and data protection controls.
Request ReportComprehensive overview of our security architecture, data handling practices, and compliance controls.
Request WhitepaperNeed answers to a security questionnaire or vendor assessment? Our team responds within 2 business days.
Contact Security TeamCommon questions about our security practices and data protection
Schedule a security review with our team. We'll walk you through our controls and answer your security questionnaire.